Chad Thomley
MSFS, CFP®, ChFC®, CLU®, FIC, RICP®, CIMA®, BFA™
I am serious about providing great advice, but I don't take myself too seriously. 😊
State(s) Licensed: AR Insurance Lic. #361005, AZ, CA Insurance Lic. #0B02319, CO, FL, GA, IA, IL, IN, MA, ME, MN, MO, NM, NV, OH, OK, SC, TN, TX, VA, VT, WA, WI
708 Heartland Trl Ste 2800
Madison, WI 53717
I am serious about providing great advice, but I don't take myself too seriously. 😊
State(s) Licensed: AR Insurance Lic. #361005, AZ, CA Insurance Lic. #0B02319, CO, FL, GA, IA, IL, IN, MA, ME, MN, MO, NM, NV, OH, OK, SC, TN, TX, VA, VT, WA, WI
Welcome!
If this is your first time getting to know us--welcome! If you're wondering whether we might be a good fit to work together, we like to work with people who:
- Want to work with and value having an advisor as their guide, but still want to be involved collaboratively
- Care about their communities
- Expect personalized, modern experiences
In addition to our personalized meetings, we hold regular educational workshops for our clients who want to continue to expand their personal knowledge in various areas (not always financial).
We look forward to getting to know you!
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Madison Office
- Phone:
- 608-824-3503
- Fax:
- 877-206-1681
- Toll Free:
- 800-846-6539