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Chad Michael Monson

Osaic Wealth, Inc.

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About Chad Michael Monson

Chad Michael Monson is a financial professional with over 25 years of experience in the industry. Chad is currently registered with Osaic Wealth, Inc. and has been with the firm since November 2018. Prior to that, Chad worked for Signator Investors, Inc., Ameritas Investment Corp., First Financial Investment Securities, Inc., and Donald & Co. Securities Inc. Chad is licensed to provide financial services in Arizona, Colorado, Iowa and Missouri.

Firm Information

Chad Monson 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 Monson’s Registration & Firm History

AZ

11/02/2018 - Present

Osaic Wealth, Inc. (PHOENIX AZ)

AZ

06/29/2017 - 11/02/2018

SIGNATOR INVESTORS, INC. (PHOENIX AZ)

AZ

06/10/1999 - 07/25/2017

AMERITAS INVESTMENT CORP. (PHOENIX AZ)

TX

11/18/1998 - 06/16/1999

FIRST FINANCIAL INVESTMENT SECURITIES, INC. (AUSTIN TX)

NJ

02/20/1997 - 11/18/1998

DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)

IA

06/10/1994 - 02/25/1997

DICKINSON & CO. (DES MOINES IA)

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Licenses & Designations

BC

Issued 06/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Chad Michael Monson. Review regulatory record here.
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