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Chad Looman, Financial Advisor

FINANCIAL ADVISOR
Chad A Looman

560 S Main St Suite 2, Springville, UT 84663opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies

About Chad

As an Edward Jones advisor, I partner with my clients to help them realize their long-term investment goals. I believe in proactively reaching out to my clients to navigate ever-changing market conditions and life events. My hope is to develop lasting relationships with my clients that move beyond financial needs to ensure that I truly understand what is most important to them. It is my mission to provide the highest level of service and education as I work with my clients to ensure their financial futures.

I moved to Utah county from California in 2007 and to Springville in 2017. I...

Work History

  • Edward JonesJune 2019 to Current

Education

  • Utah Valley UniversityBachelor of Science

Personal Interests

  • Cooking
  • Personal Fitness
  • Reading
  • Hiking

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(385) 325-3860

Fax

(844) 764-9248

Office Address

560 S Main St Suite 2
Springville, UT 84663opens in a new window

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