Chad E Copley
Wealth Management Advisor|ChFC®, CLU®, CASL®, RICP®, WMCP®
Personal
Chad lives in Ames with his wife, Carrie. They have four adult children, Stephanie, Zac, Taylor, and Will. Chad enjoys running and being active, attending Cyclone sporting events, and hanging out with his family at the lake. Chad is an active member of Harvest Vineyard Church in Ames.
Professional
Chad has been with Northwestern Mutual since 2004 following a 14-year career in corporate finance. Chad is a graduate of Iowa State University with a degree in Accounting. As a Wealth Management Advisor, Chad believes in guiding his clients to make more informed decisions about their overall planning. The planning process doesn’t need to be stressful! Chad and his team specialize with clients approaching and living in retirement. Retirement planning goes far beyond investment management. Chad’s team is committed to staying on top of today's complex financial environment, so you don't have to.
Professional development is very important to Chad and he intends to remain up to date and relevant in this rapidly changing financial environment.
Chad has earned his Chartered Life Underwriter (CLU®) designation, Chartered Financial Consultant (ChFC®) designation, Chartered Advisor for Senior Living (CASL®), Retirement Income Certified Professional (RICP®), and Wealth Management Certified Professional (WMCP®) designation from The American College.
Areas of Expertise
Financial Planning
Retirement Planning & Income Strategies
Wealth Management
Estate Planning
Life Insurance Strategies
Insurance Protection Strategies
Education Planning & Funding
Causes we Support
Fellowship of Christian Athletes
Chad supports Fellowship of Chrisitan Athletes which unites two things he is passionate about, faith and sports. It is the FCA vision to see the world transformed by Jesus Christ through the influence of coaches and athletes.
Rotary Club of Ames
Chad is a past president and member of the Rotary Club of Ames. He is passionate about local and global service above self.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
