Chuck Surdyke Email & Phone Number

Chuck Surdyke

Financial Advisor, Partner at MSMF Wealth Management | Greater St. Louis

Chuck Surdyke Socials
About Chuck Surdyke

Chuck Surdyke is a seasoned Financial Advisor and Partner at MSMF Wealth Management, where he has dedicated over three decades to refining the art and science of wealth management. Co-founding the firm in 1990 with his partner Thomas Mengel, MSFS, CLU, ChFC, Chuck has been instrumental in shaping MSMF’s personalized approach to financial planning and investment strategies. His extensive experience has not only allowed him to build a robust network of colleagues and clients but has also positioned him as a trusted advisor in the industry.

At MSMF, Chuck specializes in a variety of financial services, including retirement plan consulting, fixed income strategies, and small business retirement planning. His expertise in fixed annuities and 401k rollovers enables him to provide tailored solutions that align with each client's unique financial goals. Chuck’s commitment to financial analysis and managing finances ensures that his clients receive comprehensive and strategic guidance, empowering them to make informed decisions about their wealth.

Key projects that Chuck has spearheaded include developing customized retirement plans that cater to the specific needs of small business owners, as well as implementing innovative investment strategies that leverage market opportunities. His collaborative approach with fellow partners at MSMF fosters an environment of shared knowledge and expertise, enhancing the overall client experience. Chuck’s passion for wealth management is evident in his dedication to helping clients achieve financial security and peace of mind, making him a valuable asset to both his clients and the MSMF team.

Chuck Surdyke Work
1 experience icon

Financial Advisor, Partner at MSMF Wealth Management in January 1990 to Present

2 experience icon

Registered Representative at The Phoenix Companies, Inc. in January 1984 to January 1990

Chuck Surdyke Skills

Fixed Annuities

Personal Financial Planning

Retirement Planning

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About Chuck Surdyke's Current Company
Frequently Asked Questions about Chuck Surdyke

What is Chuck Surdyke email address?

Email Chuck Surdyke at [email protected]. This email is the most updated Chuck Surdyke email found in 2026.

How to contact Chuck Surdyke?

To contact Chuck Surdyke send an email to [email protected].

What company does Chuck Surdyke work for?

Chuck Surdyke works for MSMF Wealth Management

What is Chuck Surdyke's role at MSMF Wealth Management?

Chuck Surdyke is Financial Advisor, Partner

What is Chuck Surdyke's Phone Number?

Chuck Surdyke's phone (**) *** *** 673

What industry does Chuck Surdyke work in?

Chuck Surdyke works in the Financial Services industry.

Chuck Surdyke Email Addresses

Email Chuck Surdyke at [email protected]. This email is the most updated Chuck Surdyke email found in 2026.

Chuck Surdyke Phone Numbers

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