Picture of Shad Robertson

    Shad Robertson

    CFP®, CLU®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Shad

    Shad Robertson began his career in the life insurance business in 1993. Since then, he has been a sales manager, a General Agent, and in private practice as a financial services professional. Shad enjoys working with his clients on comprehensive planning by taking a look at the total financial picture in order to provide sound advice in all areas of their financial needs. Shad graduated from Texas Tech University with a Bachelor of Business Administration in Finance. In 2000, he obtained his certification as a Certified Financial Planner, as well as receiving the designation of CLU from The American College.

    Born and raised in Big Spring, Texas, Shad and his wife Angela currently reside in Weatherford, Texas, with their two children, daughter Karley and son Braden. Like many Texans, Shad enjoys hunting and fishing in his spare time, as well as spending time with his family.

    Shad Robertson is a registered representative of and offers securities, investment advisory and financial planning through MML Investors Services, LLC, Member SIPC. Supervisory Office: 10000 North Central Expressway, Suite 1200, Dallas, TX 75231, 972-348-6300.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Shad Robertson CFP®, CLU® is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 10000 N. Central Expressway, Suite 1200, Dallas, TX 75231, Tel: (972) 348-6300

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Florida, Texas

    I am licensed to sell Securities Products in the following jurisdictions:
    Texas

    Shad Robertson CFP®, CLU®, Fort Worth, TX

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