LPL Financial
32yrs
Top advisor by experience in Tomah
2yrs
Chadwick Foster Gaffney
Financial advisor at MBE Wealth Management
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office200 W. Warren St., Tomah, WI 54660
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through MBE Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- Aug 2025 – nowMBE Wealth Management, LLCCurrent firm
- Jan 2025 – Jul 2025Stone Pillars Wealth ManagementPreviously
Questions to ask Chadwick
Tailored to Chadwick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Chadwick
How do I contact Chadwick?
Call MBE Wealth Management at 608-372-5521 and ask for Chadwick Foster Gaffney. Chadwick works from the Tomah, WI office.
How long has Chadwick been a financial advisor?
Chadwick has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Chadwick hold?
Series 65. Tap any license on this page to see what it allows.
Is Chadwick a fiduciary?
Chadwick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chadwick paid?
MBE Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Chadwick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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