Chad Curd, Financial Advisor

FINANCIAL ADVISOR
Chad D Curd

CFP®, AAMS™
403 North 42nd Street Suite B, Mount Vernon, IL 62864opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • History and Museums
  • Art & Theater
  • Outdoor Enthusiast

Team Members

  • Sheila Donnellan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(618) 242-7870

Fax

(800) 769-8470

Office Address

403 North 42nd Street Suite B
Mount Vernon, IL 62864opens in a new window

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