AppaFinancial - Chase Caudill, CFP®️

Paintsville, Kentucky

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About

AppaFinancial, led by CFP® Chase Caudill, offers investment management, retirement planning, asset protection, and insurance planning services from Paintsville, Kentucky. Caudill customizes strategies using mutual funds, ETFs, individual stocks, fixed income, and annuities, serving individuals, families, business owners, and pre- and post-retirees. With credentials including Series 7 and 66 licenses and CFP® certification since 2013, he emphasizes transparent fee disclosure and personalized financial problem-solving based on individual circumstances and goals.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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CFA

Investment Management Retirement Planning Wealth Management

McFarland Chase Group, based in Lexington, Kentucky, offers investment management and retirement planning services to clients with over $340 million in assets under management. The firm's advisors hold CFA credentials and bring approximately 50–60 years of combined professional experience. The firm structures its approach around understanding individual client circumstances and integrating multiple aspects of financial life, including investment strategy, tax planning, and estate considerations.

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