Chad Staskal, financial advisor Bend OR

Chad Staskal

CRD Number: 2921706
Current Firm: My Legacy Advisors, LLC

Chad Staskal (CRD# 2921706) is an Investment Advisor Representative working at My Legacy Advisors, LLC in Bend, OR and has over 26 years of experience in the finance industry. Chad Staskal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
My Legacy Advisors Bend, OR Nov 2017 - Current 6
Chad Staskal Independent Insurance Bend, OR Nov 2017 - Current 6
My Legacy Advisors, Llc Eagle Wealth Management, Inc. Bend, OR Sep 2017 - Current 6
Eagle Wealth Management Bend, OR Jul 2008 - Current 15
Cnc LLC Bend, OR Jan 2006 - Current 18
United Planners Financial Services Of America Scottsdale, AZ Nov 2017 - Feb 2020 2
Sii Investments, Inc. Bend, OR Jul 2008 - Nov 2017 9
Sii Investments, Inc. Bend, OR Jul 2008 - Nov 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S66 NASAA Uniform Combined State Law Examination Oct 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Chad E. Staskal
Phone Number: 541-330-0220
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    298
    MILLIONS
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $700,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, HI, OR, TX, WA

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