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Chadwick Schloesser
Professional designations
CFP
Firm or Broker/Dealer name
Morgan Stanley
States licensed in
Middleton
,
Wisconsin
Areas of expertise
Languages spoken
English
Areas of Expertise
Estate Planning
Financial Planning for Special Needs
Investment Management
Retirement/Retirement Income
Wealth Management
Time Zone
Chad Schloesser is a Financial Advisor and Certified Financial Planner with the Granite River Group at Morgan Stanley with 15 years of private wealth management experience. Chad joined Morgan Stanley bringing with him over ten years of private wealth management experience. Chad served for more than fifteen years in the U.S. Air Force and Air National Guard where he retired from service in 2014. His journeys in the U.S. Air Force have taken him around the world and during his travels Chad found that change is the only constant throughout the many aspects of life. He draws on both his financial industry experience and military experiences to help his clients reach their goals.
Chad graduated from the University of Wisconsin – Eau Claire with a major in Finance. He lives in Madison, WI with his wife Jane, two sons and rescue dog. As a Wisconsin native, Chad enjoys numerous outdoor activities including running, camping, hunting, skiing and hiking. He is passionate about helping families who have children with special needs by sharing his experiences as a parent himself of a child on the spectrum. Chad spends much of his free time with his family.
Chad graduated from the University of Wisconsin – Eau Claire with a major in Finance. He lives in Madison, WI with his wife Jane, two sons and rescue dog. As a Wisconsin native, Chad enjoys numerous outdoor activities including running, camping, hunting, skiing and hiking. He is passionate about helping families who have children with special needs by sharing his experiences as a parent himself of a child on the spectrum. Chad spends much of his free time with his family.