Chad Everett Staskal
Investment adviser representative at Mercer Global Advisors Inc.
20 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$84.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Mercer Global Advisors Inc.Sep 2025 to now
- Chad Staskal Independent InsuranceNov 2017 to Sep 2025
- My Legacy AdvisorsNov 2017 to Sep 2025
- United Planners Financial Services of AmericaNov 2017 to Feb 2020
- My Legacy Advisors, LLC Eagle Wealth Management, Inc.Sep 2017 to Sep 2025
- Eagle Wealth ManagementJul 2008 to Sep 2025
- Sii Investments, Inc.Jul 2008 to Nov 2017
- Cnc LLCJan 2006 to Sep 2025
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (OR).
Mercer Global Advisors Inc.
$84.4BAssets managed
36,172Clients
759Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2921706
- Firm CRD
- 147363