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Chad Marvin Taake

Stone House Investment Management, LLC

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About Chad Marvin Taake

Chad Marvin Taake is a Certified Financial Planner™ professional with over 14 years of experience in the financial services industry. Chad Marvin Taake is currently registered with Stone House Investment Management, LLC and is licensed to provide investment advice in Ohio and Pennsylvania. Chad Marvin Taake has worked in the financial services industry since 2008. Chad Marvin Taake previously held an engineering position at Proctor and Gamble. Chad Marvin Taake specializes in providing financial advice to high net worth individuals, corporations or other businesses, and individuals other than high net worth.

Firm Information

Chad Taake is currently registered with Stone House Investment Management, LLC. Stone House Investment Management, LLC is an investment advisory firm located in Tunkhannock, Pennsylvania. They provide financial planning, educational seminars, selection of other advisors, portfolio management for individuals and businesses. They manage approximately $544,513,722 in assets for over 2,000 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Stone House Investment Management, LLC

80 WEST TIOGA STREET

TUNKHANNOCK, PA 18657

$544.51M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Taake’s Registration & Firm History

PA

06/04/2018 - Present

Stone House Investment Management, LLC (TUNKHANNOCK PA)

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Licenses & Designations

IA

Issued 06/04/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Marvin Taake.
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