Chad Stafko is a CFP-designated registered investment advisor at Associated Investment Services, INC., based in Fairview Heights, IL, with 13 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,852 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Associated Investment Services (AIS) offers various advisory programs with bundled fees that cover advisory, technology, administrative, custody, and portfolio management services. The fees are a percentage of your investments and vary depending on the program and the amount you invest. The specific fee schedule for your account is detailed in the Statement of Investment Selection. The fees are negotiable. AIS may offer promotional cash credits for opening or adding to an investment advisory account.
Location
6550 N Illinois St., Fairview Heights, IL, 62208
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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
Associated Investment Services, INC.
Previous Registrations
Archford Capital Strategies, LLC
Union Planters Investment Advisors, INC.
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.