Michael Patrick Stoffregen
Investment adviser representative at Chesley, Taft & Associates, LLC
20 yearsExperience
1 stateRegistered in
CFADesignation
$3BFirm assets
Are you Michael Patrick Stoffregen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Chesley, Taft & Associates, LLCOct 2006 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (IL).
Chesley, Taft & Associates, LLC
$3BAssets managed
635Clients
6Advisers
25 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
- 4091349
- Firm CRD
- 111578