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P.O. Box 619001 MD 2100, HDQ
DFW Airport, TX 75261-9001
(800) 533-0035
ABA / Routing # 311992904

Rod Chisholm

Rod Chisholm

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Work With Someone You Trust

Rod Chisholm is a Flagship Financial Group Advisor serving American Airlines Federal Credit Union member-owners.

Rod Chisholm, CFP®
Financial Advisor

Flagship Financial Group located at:
American Airlines Credit Union
4151 Amon Carter Blvd.
Fort Worth, TX 76155-2604
Phone: (817) 952-4698

Email Me

My Professional Services

  • Financial Planning
  • 401(k) Planning
  • Retirement Planning
  • Education Funding
  • Portfolio Management
  • Charitable Giving Strategies
  • Retirement Income Planning
  • Insurance Planning
  • Long-Term Care Insurance

Background

Helping you reach your financial goals is my No. 1 objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense — as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a trusted advisor of Flagship Financial Group, I have a strong history of working with Credit Union members, their family and friends. I have access to a wide variety of investment and insurance products.

Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

Accreditations

  • Registered Advisor of Cetera Investment Services, LLC. – member FINRA/SIPC
  • Has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP)

Education

  • Master of Business Administration (MBA) degree with an emphasis on financial planning from the University of Dallas
  • Bachelor of Arts degree in economics from Texas Tech University

Contact Rod Chishom for a no-cost, no-obligation consultation.

Check the background of this investment professional on FINRA’s BrokerCheck.

American Airlines Credit Union
4151 Amon Carter Blvd.
Fort Worth, TX 76155-2604
8:00 AM – 5:00 PM Mon – Fri
American Airlines Credit Union
656 Grapevine Hwy
Hurst, TX 76054

 

The CFP® certification marks are not affiliated with Cetera Investment Services, LLC.

Securities and insurance products are offered through Cetera Investment Services, LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers, LLC. Neither firm is affilated with the financial institution where investment services are offered.

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

View Cetera Investment Services privacy policy and other important information.

Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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