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Chadwick Foster Gaffney

Mbe Wealth Management, LLC

Tomah, WI

Sun Prairie, WI

CRD 6955866

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Employer firm

Mbe Wealth Management, LLC CRD 165516

$977M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Mbe Wealth Management, Llc

200 W. Warren St., Tomah, WI 54660 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-08-04
  • WI RA
    APPROVED
    Since 2025-08-04

Branch Locations

200 W. Warren St., Tomah, WI 54660 • United States

100 Wilburn Rd Ste 102, Sun Prairie, WI 53590 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stone Pillars Wealth Management Madison WI 07/2024 08/2025
Assisted Leads Digital Marketing Llc Madison WI 01/2018 10/2024
Gaffney Digital Enterprises Llc Madison WI 05/2018 10/2024
Gaffney Group Consulting Llc Madison WI 05/2018 10/2024
Northwestern Mutual Madison WI 01/2021 01/2024
Ac Business Media Fort Atkinson WI 01/2016 05/2018
Mbe Wealth Management, Llc Sun Prairie WI 08/2025 Present
  • 07/2024 → 08/2025
    Madison, WI
  • 01/2018 → 10/2024
    Assisted Leads Digital Marketing Llc
    Madison, WI
  • 05/2018 → 10/2024
    Gaffney Digital Enterprises Llc
    Madison, WI
  • 05/2018 → 10/2024
    Gaffney Group Consulting Llc
    Madison, WI
  • 01/2021 → 01/2024
    Northwestern Mutual
    Madison, WI
  • 01/2016 → 05/2018
    Ac Business Media
    Fort Atkinson, WI
  • 08/2025 → Present
    Sun Prairie, WI
Previous Registrations
Other Businesses

1) WISCONSIN AIR NATIONAL GUARD; NON-INVESTMENT RELATED; 2110 MITCHELL ST., MADISON, WI 53704; NATIONAL GUARD; TACTICAL AIRCRAFT MAINTENANCE TECHNICIAN; 01/2010; APPROX. 16 HOURS PER MONTH DURING NON-TRADING HOURS; AIRCRAFT MAINTENANCE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-30
  • S65 Uniform Investment Adviser Law Examination
    2024-12-30
Other Names
  • Chad Gaffney

View on SEC IAPD

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