Chad Preston Wilson
Investment adviser representative at Osaic Wealth, Inc.
28 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Mckenzie Banking CoAug 1998 to now
- Securities America Advisors Inc.Nov 2019 to Jun 2024
- Securities America, Inc.Nov 2019 to Jun 2024
- Ameriprise Financial Services, IncJun 2018 to Nov 2019
- Investment Professionals IncDec 2004 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 3 states (NC, TN, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4518233
- Firm CRD
- 23131