CS
CFP
CS
CFP

Chad Allen Stafko

13 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
40 advisors
Number of Clients
3,655 clients
Average Client Portfolio
$274K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$5K
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Location

6550 N Illinois, Fairview Heights, IL, 62208

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chad is the author of "Everyday Christianity, Every Day," republished by Kaio Publications, and spends minimal time on related public speaking. He also serves as a Pulpit Minister at Green Mount Road Church of Christ, dedicating a few hours per week to preaching.

Employment History
Current Registrations
Associated Investment Services, INC.Broker
April 2018 - Present · 7 yrs 10 mos
Associated Investment Services, INC.
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Archford Capital Strategies, LLC
January 2016 - August 2017 · 1 yr 7 mos
Union Planters Investment Advisors, INC.
May 2001 - October 2004 · 3 yrs 5 mos
State Registrations7 states
ARCOFLILLAMOWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Chad Allen Stafko - Financial Advisor | TrueAdvisor