Rod Chisholm, CFP®

Financial Advisor

Contact

American Airlines Federal Credit Union

4151 Amon Carter Blvd.

Fort Worth, Texas 76155

(817) 952-4698 Direct

(877) TEAM FFG

Rod.Chisholm@AACreditUnion.org

Send me a message

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 timeline 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 or grandchild’s education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

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

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

Accreditations & Services

Designations and Degrees:
  • Registered Advisor of Cetera Investment Services, LLC. – member FINRA/SIPC
  • Has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP)
  • 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
I can help with:
  • 401(k) planning
  • Wealth management
  • Wealth preservation
  • General investment management
  • Education funding
  • Comprehensive financial guidance
  • Retirement planning
  • Retirement income planning
  • Tax-advantaged investment planning
  • Insurance planning

Send Me A Message

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For your protection, do not include private or confidential information.

This information is forwarded to your rep via e-mail.
For your protection, do not include private or confidential information.

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

CHARTERED RETIREMENT PLANNING COUNSELOR® and CRPC® are registered service marks of the College for Financial Planning®.

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 affiliated 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.