Chad
Stafko
Associated Investment Services, Inc
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About this Advisor
Chad Stafko is a certified financial planner working out of Fairview Heights, Illinois who has 6 years of relevant experience. Stafko is on the advisory team at Associated Investment Services, Inc. Throughout their career, Stafko has worked at Regions Bank, Archford Capital Strategies, LLC, Associated Investment Services, Inc, Associated Trust Company, Green Mount Road Church Of Christ and Church Of Christ. Stafko has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida, Illinois, Missouri, South Carolina and Texas. Associated Investment Services, Inc is an advisory firm headquartered in Green Bay, WI. The firm has offices in 133 locations and a total of 59 advisors. It has $827 million in assets under management among its 4,827 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to six charities and foundations. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely depend on which services the firm provides the client. However, fee types charged by Associated Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Associated Investment Services, Inc Brokerage Details
$827,255,621
59
4,827
$171,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Chad Stafko Work History
Chad has been registered as a financial advisor for 6 years.*
Green Mount Road Church Of Christ
Associated Investment Services, Inc
Associated Trust Company
Church Of Christ
Green Mount Road Church Of Christ
Archford Capital Strategies, LLC
Regions Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Stafko to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Associated Investment Services, Inc
Stevens Point, WI
Beaver Dam, WI
Minocqua, WI
Saint Paul, MN
De Pere, WI
Machesney Park, IL
Green Bay, WI
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.