top of page

Chad Kennedy

Financial Advisor

Professional Approach and Experience:

Chad Kennedy is an accomplished Financial Planner at Lighthouse Financial. Originally from a small town in Western Oklahoma, Chad's upbringing instilled in him the values of hard work and integrity that now define his approach to financial planning. Chad began his career as a solo practitioner soon after graduating from Oklahoma Christian University. After being introduced to the leadership at Lighthouse Financial and joining the firm soon after, he recognized their unique team approach and deep resources. Joining this team not only expanded his capabilities but also introduced him to the unique culture of teamwork that sets Lighthouse Financial apart in the financial industry. Today, Chad takes pride in being part of a firm that prioritizes excellence. He is dedicated to providing personalized financial solutions that make a meaningful difference in the lives of his clients. Those working with Chad can expect not just financial expertise, but also a commitment to clear communication and the highest level of service possible.


Academic Achievements Include:

  • Master of Law at Texas A&M University School of Law

  • Bachelor of Science at Oklahoma Christian University

  • FINRA Series 7

  • FINRA Series 66

  • Life/Health/Disability Insurance


Life Outside of Business:

Chad enjoys his time off work by traveling and spending quality time with friends and family. As a former collegiate athlete, Chad still loves to compete on the golf course and in various sports leagues in around Northwest Arkansas.


Arkansas Insurance License: #19159079

Chad Kennedy

All Investment Advisory Services are provided by Waterloo Capital d/b/a Lighthouse Financial, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. Lighthouse Financial is not affiliated with Waterloo Capital. Additional information about Waterloo Capital d/b/a Lighthouse Financial, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov. Waterloo Capital does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

​

Privacy Policy

​

Client Relationship Summary

© 2022 by Lighthouse Financial. Check the background of this investment professional on FINRA's BrokerCheck: http://brokercheck.finra.org/

bottom of page