Rod Chisholm, MBA, CFP®

LPL Financial Advisor

Contact

Flagship Financial Group

Located at American Airlines Federal Credit Union

14050 FAA Blvd.

Fort Worth, Texas 76155

(817) 952-4698 Direct

(877) TEAM FFG

Rod.Chisholm@AACreditUnion.org

Send me a message

Helping you pursue 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.

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Accreditations & Services

Designations and Degrees:
  • Investment Advisor Representative of LPL Financial, 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

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Welcome to Flagship Financial Group online trading and brokerage account access system.

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Send Me A Message

This information is forwarded to your rep via e-mail.
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 LPL Financial.

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

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. American Airlines Federal Credit Union and Flagship Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Flagship Financial Group, and may also be employees of American Airlines Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, American Airlines Federal Credit Union or Flagship Financial Group.  Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.