Chad Waddoups, MBA
VP/Program Manager
Chad Waddoups has been with Mountain America Investment Services since 2008. Waddoups brings more than 20 years of financial planning, sales, compliance and business management experience to the team.
Prior to joining Mountain America Investment Services, he was employed by Fidelity Investments, where he held a number of management positions. Waddoups holds the following registrations through LPL Financial: FINRA Series 7, 63 and 9/10 securities licenses held through LPL Financial, as well as a life and health insurance agent’s license.
He received a Bachelor of Science degree in finance from Utah State University and a MBA from Brigham Young University.
Chad currently resides in Fruit Heights, Utah, with his wife and five children. He enjoys running, boating, camping and motorcycle riding.
CONDUCT BACKGROUND CHECK
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.