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Chadwick D Richards, CMFC AWMA

Position Title: Financial Advisor

Waddell & Reed, Inc.®

Address:	404 BNA DRIVE
	SUITE 404
	NASHVILLE, TN 37217

Office: (615) 399-0128

Cell: (615) 585-2725

Fax: (615) 367-2450

email me

To establish a partnership with my clients in order to build a personal financial plan that addresses what they care about most and serves as a foundation for work toward financial independence.

Bachelor of Science (BS) Financial Planning

I have worked with Waddell & Reed since graduating from Western Kentucky University in 1995. I work with both individuals and small business owners to help them develop a roadmap for working toward financial success as defined by each individual and strive to anticipate potential hurdles to reaching their goals with appropriate risk management strategies.

Chartered Mutual Fund Counselor, CMFC
Accredited Wealth Management Advisor, AWMA

Education Funding
General Estate Planning Information
Financial Planning
Investment Strategies
Mutual Fund Investments
Portfolio Allocation Strategies
Qualified Retirement Plans
Retirement Planning
Risk Management Strategies
Tax-Advantaged Investing
Other: Business Continuation Planning

I am an active member of the Nashville Chamber of Commerce where I have served as Chair of several committees. I have been involved with Sumner County Christmas for Kids since 1997 and I am a member of Hendersonville Sertoma Kids Kingdom Club. As a board member of Sumner County TRAC, I am able to help adolescents in crisis. In addition, I am an active member of Long Hollow Baptist Church in Hendersonville. My wife, Lynn and I have two children, Dylan & Kensi. I enjoy golf, boating and traveling.

* Many Waddell & Reed Financial Advisors are able to sell insurance products as agents of various insurance companies through arrangements that Waddell & Reed has made with these insurance companies.

** Certain Waddell & Reed offices are located in banks, credit unions and other financial institutions. Investment products offered by Waddell & Reed on the premises of financial institutions are not insured by the FDIC, are not deposits or other obligations of the financial institution and are not guaranteed by the financial institution, and are subject to investment risks, including possible loss of the principal invested.

The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Mutual Funds distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or click here. Please read the prospectus carefully before investing.

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