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Chad W Goodchild

Investment adviser representative at Kickstand Wealth Advisors
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$633.5MFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

24 years in the industry.

  1. Kickstand Wealth AdvisorsSep 2023 to now
  2. Tcwp LLC dba Kickstand Wealth AdvisorsJun 2021 to Sep 2023
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2002 to Jun 2021

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Kickstand Wealth Advisors

Legal name: Kickstand Ventures, LLC

$633.5MAssets managed
376Clients
6Advisers
3 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
4023880
Firm CRD
327022
Advisor's SEC record (opens in a new tab)
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