Chad Frederick Wing

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 05/2025
  Canopy Wealth Management
  Scottsdale, AZ
• 12/2001 → 06/2021
  Northwestern Mutual
  Phoenix, AZ
• 05/2024 → 04/2025
  Petrichor Asset Management Llc
  Phoenix, AZ
• 05/2025 → Present
  Cerity Partners Llc
  New York, NY
• 05/2025 → Present
  Cerity Partners Retirement Plan Consultants
  New York, NY

Previous Registrations

• 2024-07-15 → 2025-06-12
  Petrichor Asset Management Llc
  Phoenix, AZ
• 2021-06-19 → 2025-06-03
  Canopy Wealth Management
  Middleton, WI
  Scottsdale, AZ
• 2005-05-02 → 2021-07-19
  Northwestern Mutual Investment Services, Llc
  Phoenix, AZ
  Phoenix, AZ
  Scottsdale, AZ

Other Businesses

Chad Wing is a licensed insurance agent but is no longer active in the capacity of selling insurance products and does not earn commissions for the sale of any insurance products. However, Chad Wing continues to receive renewal commissions from the sale of insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2001-07-26

Designations

• Certified Financial Planner

Other Names

• Chad F Wing