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Chad Vandenbusch serves as a Financial Advisor for the firm. For over 30 years, he has assisted his clients toward pursuing their short- and long-term investment goals. Chad does more than recommend securities to his clients; he builds personal relationships and takes the time to understand their overall investment goals. He believes in the value of diversification and strives to create balanced portfolios of stocks and mutual funds, as well as structured ladders of maturities in corporate bonds, tax free bonds, and CDs. In addition, Chad is a Licensed Insurance and Annuity Representative and an experienced retirement planner.

Chad holds a bachelor’s degree in business and finance from the University of Wisconsin (Green Bay) and earned an MBA from the University of Wisconsin (Oshkosh). He holds FINRA Series 7, 63, and 65 Licenses.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio; it is a method used to help manage portfolio volatility. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Laddered arrangements are less liquid and, over time, you may earn a lower return from a bond ladder than from holding only long-term bonds. Bond laddering is an income strategy and is not considered appropriate for retirement savings.

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Call us at 920-734-1474 or:

Serving Clients At:

Wintrust Wealth Management - Appleton

200 E. Washington St.

Appleton, WI 54911