Chase Newsom
Financial Advisor &
CERTIFIED FINANCIAL PLANNER™
250 Main Street, Suite 530
Lafayette, IN 47901
Telephone# 765-423-5621 or 1-800-382-7689
cnewsom@citysecurities.com
Chase Newsom is a CERTIFIED FINANCIAL PLANNER™ professional, and Financial Advisor with the Private Client Group of City Securities Corporation. Mr. Newsom has over fourteen years of experience in the financial services industry, specializing in managed money, as well as estate, financial, and retirement planning. He has completed advanced training in financial planning, earning the CFP® certification.
Chase’s portfolio management process consists of a thorough and continuous understanding of each client’s goals, objectives and risk tolerance levels. Through his diligent work ethic, Chase helps his clients move toward their financial goals by assisting them in developing sound investment strategies. These strategies are then monitored and updated on a regular basis.
In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Mr. Newsom holds his Indiana life and health insurance license and the FINRA series 6, 7, 63, and 66 securities’ licenses. Mr. Newsom received his bachelor’s degree from DePauw University. He is also an instructor at Ivy Tech Community College through their Department of Workforce and Economic Development. In this role he teaches courses that focus on financial and retirement planning. He is located at the Lafayette branch, 250 Main Street, Suite 530, Lafayette, Indiana 47901. Mr. Newsom can be reached at 765-423-5621 or 800-382-7689 or via e-mail at cnewsom@citysecurities.com. Mr. Newsom resides in West Lafayette, Indiana, with his wife Dana and their five children.
Information is the lifeblood of any sound financial decision. However, if it is not properly understood or interpreted, it can be very misleading or useless to the decision maker. If you have any questions regarding the information below, please do not hesitate to telephone Chase Newsom directly at 765-423-5621.
Financial Items of Interest