Unclaimed Profile

Chad Everett Staskal

MY LEGACY ADVISORS, LLC·BEND, Oregon

SIE, Series 6, Series 7, Series 63, Series 66CFP ChFC21 years registeredMY LEGACY ADVISORS, LLC

35 NW HAWTHORNE AVE, BEND, OR 97703CRD# 2921706Firm CRD# 290675

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad Everett Staskal · BEND, OR

Registration

CRD #2921706 · MY LEGACY ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Sep 2025 – present

MY LEGACY ADVISORS, LLC

Nov 2017 – Mar 2026

BEND, OR

SII INVESTMENTS, INC.

Jul 2008 – Nov 2017

BEND, OR

THRIVENT INVESTMENT MANAGEMENT INC.

Apr 2005 – Jul 2008

BEND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · April 15, 2005

Years registered · 21

Professional designations · CFP, ChFC

Disclosure History

2007Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MY LEGACY ADVISORS, LLC

CRD 290675 · SEC 801-112049

AUM

$374M

Regulatory assets under management

Employees

445 client accounts

Services offered by MY LEGACY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MY LEGACY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Chad Everett Staskal offer?

Chad Everett Staskal specializes in Financial Planning, Investment Management. Contact their office in BEND, Oregon for a consultation.

What are Chad Everett Staskal's credentials?

Chad Everett Staskal holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chad Everett Staskal located?

Chad Everett Staskal is based in BEND, Oregon, working with MY LEGACY ADVISORS, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.

How does Chad Everett Staskal charge for services?

Chad Everett Staskal's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MY LEGACY ADVISORS, LLC?

MY LEGACY ADVISORS, LLC has approximately 10 employees and manages $374M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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