Chuck Surdyke
Financial Advisor, Partner at MSMF Wealth Management | Greater St. Louis
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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.
Financial Advisor, Partner at MSMF Wealth Management in January 1990 to Present
Registered Representative at The Phoenix Companies, Inc. in January 1984 to January 1990
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Fixed Annuities
Personal Financial Planning
Retirement Planning
General Securities Principal
General Securities Registered Representative
Certified Financial Planner
Multiple Streams of Income
Fixed Income Strategies
Portfolio Management
Wealth Preservation Planning
Asset Protection
401(k) Retirement Savings Plans
Financial Analysis
Financial Reporting
Financial Modeling
Financial Services
Financial Planning
Finance
Managing Finances
Charitable Trusts
Retirement Plan Consulting
Retirement Savings
Retirement Income Strategies
Qualified Retirement Plans
Small Business Retirement Planning
401k Rollovers
Variable Annuities
Indexed Annuities
Equity Indexed Annuities
IRAs
Roth IRA
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Discover more about MSMF Wealth ManagementWhat 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.
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