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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Fortner is a financial advisor with Osaic Wealth, Inc., based in Scottsdale, Arizona. Chad has been in the financial industry since 1997 and has a strong track record of success in helping clients achieve their financial goals. Chad is a Series 7, Series 24, and Series 53 licensed professional, specializing in financial planning, portfolio management, and pension consulting. Chad holds various licenses in Nebraska, Arizona, and other states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
02/03/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/03/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
08/06/2014 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
MN
02/03/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/03/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/03/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
06/04/2010 - 06/13/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/09/2007 - 06/02/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/19/2006 - 11/09/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
12/11/2002 - 11/14/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
12/11/2002 - 11/14/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
11/01/2001 - 12/18/2002
GWR INVESTMENTS, INC. (OMAHA NE)
MN
03/06/1997 - 11/26/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/06/1997 - 11/26/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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