Chadwick Gaffney has been an investment adviser representative at MBE Wealth Management since August 2025, and is not listed among the firm’s executive officers or direct owners.
Mbe Wealth Management, LLC is a Tomah, WI firm with $977M under management, 2,598 clients and 10 advisers across 8 offices, as of its July 2026 filing.
Chad Gaffney is Financial Advisor of MBE Wealth. He works with wealth-builders and high-net-worth families, bringing alternative investments such as private equity, private credit, structured notes and direct co-investments to clients in Sun Prairie and the greater Madison area. He conducts due diligence on private real-estate funds and has helped clients access private-market deals across AI, aerospace, national-security technology and fintech.
Chadwick Gaffney’s longest registration is the current one, 1 year at MBE Wealth Management since 2025. Before joining MBE Wealth Management in 2025, Chadwick Gaffney was registered through Stone Pillars Wealth Management.
- Mbe Wealth Management, LLCCurrent– present · 1 yearSun Prairie, WI · Adviser representative · Firm CRD 165516
- Stone Pillars Wealth Management– · under a yearMadison, WI · Adviser representative · Firm CRD 331308
Professional designations
Listed by MBE Wealth Management
- Accredited Asset Management Specialist (AAMS®)
Investment adviser representative registrations
Chadwick Gaffney is registered as an investment adviser representative in Wisconsin, since August 2025.
- WisconsinSince 4 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Chadwick Foster Gaffney
- CRD
- 6955866
- Firm
- MBE Wealth Management · CRD 165516
- Office
- 100 WILBURN RD, STE 102, Sun Prairie, WI 53590
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mbewealth.com
Where does Chadwick Gaffney work?
Chadwick Gaffney is an investment adviser representative registered through Mbe Wealth Management, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Chadwick Gaffney a financial advisor?
Yes. Chadwick Gaffney has a current investment-adviser registration in Wisconsin, through MBE Wealth Management since August 2025.
How many years of experience does Chadwick Gaffney have?
Chadwick Gaffney has 1 year in the financial industry, since January 2025, across 2 adviser firms.
What exams has Chadwick Gaffney passed?
Chadwick Gaffney passed the Series 65 in December 2024.
Where did Chadwick Gaffney work before MBE Wealth Management?
Before MBE Wealth Management, Chadwick Gaffney was registered through Stone Pillars Wealth Management, January 2025 to July 2025.
Where is Chadwick Gaffney based?
Chadwick Gaffney’s registered office is in Sun Prairie, WI.
Is Chadwick Gaffney registered with FINRA?
No. Chadwick Gaffney has no current broker registration.
How can I verify Chadwick Gaffney’s record?
Search CRD 6955866 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chadwick Gaffney’s full registration record.