Chad M. Huenink, CPFA

Brief info


Chad has been working with clients to build strategies for our client’s various objectives. Having an inquisitive nature, Chad loves learning more about his client’s history and goals for future growth. In delivering personalized strategies for business owners and executive teams, Chad has a broad understanding of both the qualified plan and non-qualified marketplace. He currently holds a Certified Plan Fiduciary Advisor (CPFA) designation.

Prior to joining, Panorama Institutional Solutions, Chad served as Partner and Financial Advisor at TJM Integrated Wealth Management, LLC in Grafton, WI, and Financial Advisor with Corporate Endowment Solutions based out of Springfield, IL. Chad grew up in Brookfield, WI and holds a BA in Business Administration degree with an emphasis on Finance from Dordt College.