Brian Chance Hooper is the Director of Financial Services and has been with CDS Financial Services, LLC, since the company was founded in 2011. Prior to joining our team, Chance worked in investments, financial services, and tax planning for over 10 years. He provides his clients the convenience and effectiveness of combining wealth management, tax planning, and business consulting services under one roof. He will help you make an informed decision on the right strategies to help you work towards your financial goals. Chance graduated from Valley City State University in Valley City, ND with a Bachelor of Science degree in Business Administration. He joined CDS Financial Services, LLC’s affiliated company, Conway, Deuth & Schmiesing, PLLP (CDS) in 2009 and transitioned to CDS Financial Services when the company was founded.
Chance received his Certified Public Accountant (CPA) certification in 2011 from the Minnesota State Board of Accountancy. He received his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2012 from the CFP Board, the Personal Financial SpecialistSM (PFSSM) certification in 2012 from the American Institute of Certified Public Accountants (AICPA) and the Accredited Asset Management Specialist® (AAMS®) certification in 2008 from the College for Financial Planning®.
Chance is a member of the American Institute of Certified Public Accountants (AICPA).
CPA services are not provided by LPL Financial or its advisors.