CSB Investment Services is the investment, insurance and financial planning affiliate of Chelsea State Bank. We offer access to financial planning and wealth management, as well as traditional brokerage and insurance services. We have the expertise and the tools available to create custom solutions for all our clients’ investment needs - from opening someone’s first IRA or rolling over a 401(k) located at a previous employer to developing a fully-comprehensive financial plan.To provide you this value-added service, Chelsea State Bank partnered with Infinex Financial Group, a company that was formed by community banks and is mostly owned by community banks, to provide programs and services that meet the specific needs of community bank customers. Learn more about Infinex at www.infinexgroup.com.
Your Personal Financial Consultant
Chad is a native of Chelsea, Michigan. Since graduating from Chelsea High School he has earned a bachelor degree in Economics from the University of Michigan, a Masters in Business Administration from Eastern Michigan University, and is currently a 2014 Level II Candidate in the CFA Program (Chartered Financial Analyst).
Chad has worked extensively in the financial industry as a financial planner, securities trader, firm development coordinator, and registered principal. He holds a series 24, 7, 66, and 63 securities registration, as well as licenses for life insurance, health insurance, and variable annuities.
"I approach the financial services and wealth management industry with the mission of creating long-term client relationships through a foundation of my professional values – trust, clarity, and education."
For Questions please call:
Infinex Back Office: 1-800-218-2827…option1…option2..This will get you to the “Midwest Team”
Fax Number for Infinex: 1-203-599-6001
Your Money. Your Community. Your Future.