Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Whitzel is a Certified Financial Planner™ professional registered in Wisconsin. Chad's firm, Curio Wealth, LLC, provides financial planning and portfolio management services for individuals and high-net-worth individuals. The firm also manages assets for pension and profit-sharing plans. Chad has been in the financial industry since 2014. Prior to joining Curio Wealth, LLC, Chad worked at Annapolis Financial Services, LLC and JSK Financial Services, LLC. Chad is also a member of the Church of the Brethren and has worked as a CPA with YNBP CPAs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
08/27/2024 - Present
Curio Wealth, LLC (ANNAPOLIS MD)
Active
Inactive
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