Chad Allen Stafko

Employer firm

Associated Investment Services, Inc. CRD 1464

$1.17B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• MUTUAL FUND WRAP

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 08/2017
  Archford Capital Strategies, Llc
  Swansea, IL
• 08/2017 → Present
  Associated Investment Services, Inc.
  Green Bay, WI
• 08/2017 → Present
  Associated Trust Company
  Green Bay, WI
• 03/2019 → 12/2019
  Green Mount Road Church Of Christ
  Belleville, IL
• 02/2020 → 11/2022
  Church Of Christ
  Cahokia, IL
• 01/2023 → Present
  Green Mount Road Church Of Christ
  Belleville, IL

Previous Registrations

• 2016-01-29 → 2017-08-16
  Archford Capital Strategies, Llc
  Swansea, IL
• 2001-05-08 → 2004-10-07
  Union Planters Investment Advisors, Inc.
  Bellevill, IL

Other Businesses

1) Wrote a book, 1205 South State St., Freeburg, IL 62243; not investment related; Kaio Publications is republishing my manuscript, "Everyday Christianity, Every Day"; Author; 6/1/2018; Approximately 2 hours per month, none during trading hours; Duties include some public speaking events at some lectureships within the Churches of Christ & some churches near the St. Louis area. 2.) Green Mount Road Church of Christ, 25 N. Green Mount Rd., Belleville, IL 62221; not investment related; Pulpit Minister; 1/1/2023; approximately 8 hours per month, none during trading hours; Duties are to preach for Sunday services.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-05-03
• S65 Uniform Investment Adviser Law Examination
  2017-08-24

Designations

• Certified Financial Planner