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Chad Gene Seegers

Insight Wealth Strategies, LLC

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About Chad Gene Seegers

Chad Seegers is a financial advisor with Insight Wealth Strategies, LLC, based in San Ramon, CA. Chad specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Chad has been in the industry since 2006 and holds the Series 7 and Series 66 licenses. Chad has worked with Lincoln Financial Advisors Corporation and Mutual Securities, Inc. previously. Chad has a focus on providing financial services to high-net-worth individuals and other individuals.

Firm Information

Chad Seegers is currently registered with Insight Wealth Strategies, LLC. Insight Wealth Strategies, LLC is a Registered Investment Advisor located in San Ramon, California. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. Insight Wealth Strategies, LLC manages approximately $932,033,936 in regulatory assets under management for 1,962 client accounts. The firm serves high-net-worth individuals and individuals other than high-net-worth.
Insight Wealth Strategies, LLC

2603 CAMINO RAMON

SAN RAMON, CA 94583

$932.03M

Assets Under Management

62

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Seegers’s Registration & Firm History

CA

04/27/2018 - Present

Insight Wealth Strategies, LLC (San Ramon CA)

TX

04/27/2018 - 06/30/2020

MUTUAL SECURITIES, INC. (HOUSTON TX)

TX

08/23/2006 - 05/02/2018

LINCOLN FINANCIAL ADVISORS CORPORATION (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 09/16/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Gene Seegers.
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