Chad Reynolds, CFP®, ChFC®, CLU®, WMCP®, RICP® in

Chad Reynolds, CFP®, ChFC®, CLU®, WMCP®, RICP®

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Wealth Management Advisor at Northwestern Mutual
📍 Indianapolis, Indiana, United States

Chad Reynolds is a Partner and Wealth Management Advisor at Truss Wealth Advisors, a firm of Northwestern Mutual. Since 2007, he has specialized in creating customized, values-based financial plans. His expertise is recognized by his numerous certifications (CFP®, ChFC®, CLU®, WMCP®, RICP®) and multiple Forbes Best-In-State awards.

Growing up in rural northern Indiana, Chad developed a passion for Indiana sports, particularly Notre Dame football and the Indianapolis Colts. He is married to Jennifer, a nurse practitioner, and enjoys traveling with her and spending time with family and friends when he is not watching sports.

His parents owned a tax-preparation firm, where he learned the value of hard work and running a customer-centric business from a young age.

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Experience
20 Years
Current Role
Wealth Management Advisor
Location
Indianapolis, Indiana, United States
Personality Overview

How Chad shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Chad cares about

Values-Based Planning
His practice focuses on a "whole-picture approach" that aligns clients' personal values with their finances to build customized plans.
Financial Security
He focuses on helping individuals, families, and businesses build a bridge to financial security, a core theme in his professional branding.
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Career

Work history

2-2012
Wealth Management Advisor
Northwestern Mutual
2-2012 - 12-2019
Field Director
Northwestern Mutual
3-2009 - 2-2012
College Unit Director
Northwestern Mutual
7-2020
Partner
Truss Wealth Advisors
2-2003 - 4-2007
Community Liaison
Valle Vista Health System
In the press

Media appearances

Chad Reynolds - Truss Wealth Advisors | Northwestern Mutual. Featured in Forbes
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Education
1996 - 2000
Education details unavailable
University of Indianapolis
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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