Chase Morgan Bennett is an investment adviser representative (IAR) with state registration records since 2024, appearing at 3 firms. Currently registered with PEAK RETIREMENT PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| PEAK RETIREMENT PLANNING, INC. | 2025-08-22 | present | Yes |
| LPL FINANCIAL LLC | 2025-05-15 | 2025-08-04 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2024-08-06 | 2025-05-15 | — |