Chad Everett Staskal

CFP · ChFC

28 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Mercer Global Advisors INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

605 advisors

Number of Clients

31,333 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$60.3B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$800

Location

35 NW Hawthorne Ave, Bend, OR, 97703

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2007

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Chad is the president of CNC, LLC, involved in real estate sales, rental properties, and property management since 2006. He is also president of Eagle Wealth Management, a DBA for marketing purposes, and an independent insurance agent selling non-variable insurance since 2017.