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Chad W Goodchild

Kickstand Wealth Advisors

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About Chad W Goodchild

Chad Goodchild is a financial advisor with Kickstand Wealth Advisors. Chad has been a registered representative since 2002 and currently holds Series 7 and 66 licenses. Chad specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Chad is also a member of the Roberts Wesleyan College Investment Committee, where Chad reviews the recommendations from a consultant as they pertain to the investment policy statement. Chad is committed to providing clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Chad Goodchild is currently registered with Kickstand Wealth Advisors. Kickstand Wealth Advisors is a registered investment advisor located in Pittsford, NY. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. The firm has over $453 million in regulatory assets under management.
Kickstand Wealth Advisors

1250 PITTSFORD VICTOR RD.,

PITTSFORD, NY 14534

$453.90M

Assets Under Management

Not reported

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Chad Goodchild’s Registration & Firm History

NY

03/19/2024 - Present

Kickstand Wealth Advisors (PITTSFORD NY)

NY

09/10/2002 - 06/21/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)

NY

12/09/1999 - 05/30/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/30/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad W Goodchild.
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