Rockford, IL
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Chad is licensed to sell fixed and equity index annuities, though he doesn't currently use these products with clients. He also serves as an alderman for the City of Rockford, dedicating about 10-20% of his time, and is a non-voting board member for the Rockford Area Venues & Entertainment Authority (RAVE), spending minimal time.