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Chad Soukup Location
Grand Rapids, MI, US
Chad Soukup Work
Partner @ (January 2021 - Present)
Wealth Management @ (January 2019 - January 2021)
Wealth Management @ (June 2006 - January 2019)
Intern @ (January 2006 - April 2006)
Chad Soukup Education
Grand Valley State University
MBA (Accounting and Finance Empahsis)
2006-2008
Grand Valley State University
BBA (Accounting)
2002-2006
Chesaning High School 1998-2002
Chad Soukup Skills
High Net Worth Individuals
Wealth Management
Succession Planning
Business Owner Planning
Family Business
Retirement Planning
Tax Planning
Estate Planning
Estate Tax Planning
Asset Management
Investments
Investment Advisory
Financial Planning
Portfolio Management
Excel
Chad Soukup Summary
Chad Soukup, based in Grand Rapids, MI, US, is currently a Partner at JVL Wealth Strategies. Chad Soukup brings experience from previous roles at JVL Wealth Strategies and Plante Moran. Chad Soukup holds a 2006 - 2008 MBA in Accounting and Finance Empahsis @ Grand Valley State University. With a robust skill set that includes High Net Worth Individuals, Wealth Management, Succession Planning, Business Owner Planning, Family Business and more. Chad Soukup has 2 emails and 1 mobile phone numbers on RocketReach.
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