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RIA / WealthAdvisor23 years in industry

CHAD L TENNANT

Advisor at THE FREEDOM EXPERIENCE, INC.

FLETCHER, OH

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Search this name across graphsid dfx:ria:82b9b519-2ba7-10fa-1f57-96b96902ac41

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jan 5, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE FREEDOM EXPERIENCE, INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 2, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 2, 2002
First registration: Jan 5, 2005
Dual registered: no
IAPD individual key: 4610415

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE FREEDOM EXPERIENCE, INC.	State registered	Jan 11, 2022	n/a	yes	FLETCHER, OH	Current employment
TWAMS FINANCIAL PLANNING, LLC	n/a	May 18, 2018	Apr 30, 2020	no	East Lake, OH	Previous registration
THE FREEDOM EXPERIENCE, INC.	State registered	Jan 26, 2012	Dec 31, 2021	no	FLETCHER, OH	Previous registration
THE FREEDOM EXPERIENCE, INC.	State registered	Jan 26, 2012	Dec 31, 2020	no	FLETCHER, OH	Previous registration
THE FREEDOM EXPERIENCE, INC.	State registered	Mar 10, 2009	Dec 31, 2011	no	FLETCHER, OH	Previous registration
SUMMIT WEALTH MANAGEMENT, INC	Former SEC adviser	Feb 28, 2007	Feb 26, 2009	no	ATLANTA, GA	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	Sep 2, 2005	Aug 15, 2006	no	Libertyville, IL	Previous registration
FIRST COMMAND BANK	n/a	Jan 5, 2005	Sep 2, 2005	no	FORT WORTH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE FREEDOM EXPERIENCE, INC.	TWAMS FINANCIAL PLANNING, LLC	Dec 31, 2021	May 18, 2018	-1,323	Firm change after gap	Other
TWAMS FINANCIAL PLANNING, LLC	THE FREEDOM EXPERIENCE, INC.	Apr 30, 2020	Jan 11, 2022	621	Firm change after gap	Other
SUMMIT WEALTH MANAGEMENT, INC	THE FREEDOM EXPERIENCE, INC.	Feb 26, 2009	Mar 10, 2009	12	Firm change	Other
FIRST COMMAND FINANCIAL PLANNING, INC.	SUMMIT WEALTH MANAGEMENT, INC	Aug 15, 2006	Feb 28, 2007	197	Firm change	Other
FIRST COMMAND BANK	FIRST COMMAND FINANCIAL PLANNING, INC.	Sep 2, 2005	Sep 2, 2005	0	Firm change	Other

Relationships

Registered with (5)

→ THE FREEDOM EXPERIENCE, INC.Registered adviserregistration: previous registration
Jan 26, 2012 to Dec 31, 2021factForm ADV
→ TWAMS FINANCIAL PLANNING, LLCRegistered adviserregistration: previous registration
May 18, 2018 to Apr 30, 2020factForm ADV
→ SUMMIT WEALTH MANAGEMENT, INCRegistered adviserregistration: previous registration
Feb 28, 2007 to Feb 26, 2009factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Sep 2, 2005 to Aug 15, 2006factForm ADV
→ FIRST COMMAND BANKRegistered adviserregistration: previous registration
Jan 5, 2005 to Sep 2, 2005factForm ADV

Dated events

No dated event names this entity yet.