Chad Stafko, financial advisor Fairview Heights IL

Chad Stafko

CRD Number: 4582819
Current Firm: Associated Investment Services, Inc.

Chad Stafko (CRD# 4582819) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Fairview Heights, IL and has over 6 years of experience in the finance industry. Chad Stafko 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
Green Mount Road Church Of Christ Belleville, IL Jan 2023 - Current 1
Associated Investment Services, Inc. Green Bay, WI Aug 2017 - Current 6
Associated Trust Company Green Bay, WI Aug 2017 - Current 6
Church Of Christ Cahokia, IL Feb 2020 - Nov 2022 2
Green Mount Road Church Of Christ Belleville, IL Mar 2019 - Dec 2019 < 1
Archford Capital Strategies, LLC Swansea, IL Jan 2016 - Aug 2017 1
Regions Bank Freeburg, IL May 1999 - Jan 2016 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2017
S63 Uniform Securities State Law Examination May 2018
Contact Info for Chad A. Stafko
Phone Number: 800-595-7722
Registered State(s):
  • FL
  • IL
  • LA
  • MO
By the Numbers
  • Total Assets Under Management
    827
    MILLIONS
  • Total Number of Accounts
    4,827
    ACCOUNTS
  • Average Account Value
    $171,381
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, FL, GA, IA, IL, IN, LA, MI, MN, MO, NE, NV, OH, SC, TX, WI

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