Chad Armstrong in

Chad Armstrong

Founder and Private Wealth Advisor at Broadhead Capital - Northwestern Mutual Private Client Group
📍 Dallas, Texas, United States

Chad Armstrong is the Founder and a Private Wealth Advisor at Broadhead Capital, part of Northwestern Mutuals Private Client Group. A decorated professional holding CFA®, CFP®, and AEP® designations, he is a graduate of Baylor University and Texas A&M University. People who have worked with him describe him as ethical and professional.

Outside of his financial practice, Chad is a family man who lives in the Dallas area with his wife and three children. His background is deeply rooted in service and leadership, stemming from his time in the military. This experience shapes his disciplined approach to both his personal and professional life.

Unique fact: Before his career in finance, Chad served his country as a U.S. Navy SEAL officer.

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Experience
31 Years
Current Role
Founder and Private Wealth Advisor
Job Level
Leadership
Location
Dallas, Texas, United States
Personality Overview
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Priorities

Topics Chad cares about

Wealth Management
As the founder of a private wealth advisory firm, he focuses on comprehensive financial planning for families and business owners.
Estate Planning
He holds the Accredited Estate Planner (AEP®) designation, indicating a professional focus on legacy and philanthropic planning.
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Career

Work history

2025
Founder and Private Wealth Advisor
Broadhead Capital - Northwestern Mutual Private Client Group
2004
Wealth Management Advisor
Northwestern Mutual
1995 - 2004
Lieutenant
US Navy
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
8-1987 - 12-1991
BBA
Baylor University
MS
Texas A&M University
Social presence
in

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