FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Brad Champlin started Champlin & Associates back in 2004. Over time, Brad has developed a niche, using advanced planning techniques to help successful Business Owners, Independent Woman and Career Professionals seeking financial strategies.
Amanda joined Champlin & Associates in 2004 alongside her father, Brad Champlin. She started as a part-time Assistant and in 2013 came onboard full-time as his Office Manager.
Jacob joined Champlin & Associates working alongside with his father, Brad Champlin and sister, Amanda Williams since leaving active duty from the United States Marine Corps in Fall 2019. Jacob grew up in Rushville, NY, but has lived...
Katiulka joined Champlin & Associates in 2016 as part-time bookkeeper and in 2018 came on board as a new business administrator. I prepare applications for new cases, tracking the progress of applications, following up on outstanding...