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Chad Lee Muehlbauer

Osaic Wealth, Inc.

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About Chad Lee Muehlbauer

Chad Lee Muehlbauer is a financial advisor with over 20 years of experience in the financial services industry. Chad is a Certified Financial Planner and holds the Series 7, Series 63, and SIE licenses. Chad is registered with Osaic Wealth, Inc. Chad works with individuals, families, businesses, and retirement plans to help them achieve their financial goals. Chad's experience with Woodbury Financial Services, Inc. and National Planning Corporation provides him with a broad range of knowledge and skills that he uses to serve his clients.

Firm Information

Chad Muehlbauer is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Muehlbauer’s Registration & Firm History

WI

01/19/2024 - Present

Osaic Wealth, Inc. (FOND DU LAC WI)

WI

10/16/2017 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (FOND DU LAC WI)

WI

10/14/2002 - 10/19/2017

NATIONAL PLANNING CORPORATION (FOND DU LAC WI)

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Licenses & Designations

BC

Issued 08/01/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Lee Muehlbauer.
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