Chad Wilkinson

Director of Retirement Plan Sales

Chad Wilkinson joined P&A Group in 2011 as the Director of Retirement Plan Sales. Chad brings 15 years of qualified retirement plan industry experience and 9 of those years with one of the nation’s largest retirement plan recordkeepers. As the head of retirement plan sales and distribution, his team works to implement solutions for advisers and plan sponsors that provide a benefit employers value and employees understand. With a strong focus to detail and being a student of the industry, Chad and his team have a long history of structuring and implementing programs that benchmark well to their respective industry, promote retention of key staff, mitigate fiduciary risks and are compliant with the Employee Retirement Income Security Act of 1974.

Chad is a FINRA registered Series 7 – General Securities Representative, FINRA registered Series 66 – Uniform Combined State Law Examination and is Life, Accident and Health licensed. He holds a Certified Fund Specialist designation with The Institute of Business & Finance.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  P&A Group Retirement Plan Services is not affiliated with Kestra IS or Kestra AS.  Investor Disclosures:

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