Chuck Surdyke, Cfp®, Aif® Email & Phone Number

My years of experience in the wealth management industry have given me access to an amazing network of colleagues and clients. Some of the most talented and considerate members of that network are my fellow partners at MSMF. I am immensely proud that my life's work has culminated in being one of the founding partners of my firm. The combination of our diverse skill sets give us the ability to comprehensively respond to the needs of our clients no matter the unique situation they are in.Personally, I like to bring an element of fun to my client relationships. Part of managing wealth is helping my clients live the lives they've always dreamed of living. When my clients are financially comfortable they are able to enjoy their lives more fully. The end result is the opportunity to work that inspires a smile on both my face and the faces of my clients.As a wealth manager, my specialty lies in annuities. I also excel at aiding my clients with retirement income strategies, portfolio management, wealth preservation, and integrated estate and asset protection strategies. However, when a client is working with me, they also have access to the extensive knowledge base of the rest of my team.MSMF Wealth Management St. Louis Regional Office, Cetera Financial Specialists, LLC(314) 677-25503660 S. Geyer Rd, St. Louis, MO 63127 Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFSInsurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Securities registeres in: CA, FL, HI, IL, KS, KY, MN, MO, OR, TN, TX, and VA

Listed skills include Fixed Annuities, Personal Financial Planning, Retirement Planning, General Securities Principal, and 27 others.

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  Renaissance Financial

  Charitable And Trust Planning Program