Chad Thomley

MSFS, CFP®, ChFC®, CLU®, FIC, RICP®, CIMA®, BFA™

Wealth Advisor

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

Phone 608-824-3503
Address

708 Heartland Trl Ste 2800
Madison, WI 53717

Chad Thomley

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 to our upgraded website!

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 privacy policy.

Location

Madison Office

Phone:
608-824-3503
Fax:
877-206-1681
Toll Free:
800-846-6539

Hours

M – F: 9 a.m. – 5 p.m.