Chad Michael Ross

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2016 → 04/2022
  Mass Mutual Life Insurance Co
  Fenton, MI
• 02/2016 → 04/2022
  Mml Investors Services, Llc
  Fenton, MI
• 04/2022 → Present
  Royal Alliance Associates, Inc.
  Fenton, MI

Previous Registrations

• 2016-08-16 → 2022-04-25
  Mml Investors Services, Llc
  Grand Blanc, MI
  Fenton, MI

Other Businesses

(1) HOLVICK & ASSOCIATES, ADVANCED BUSINESS PARTNERS - FINANCIAL ADVISOR POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 155 SECURITIES TRADING HOURS: 130 START DATE: 04/25/2022 ADDRESS: 3309 Silver Lake Road, Suite A, Fenton MI 48430, United States DESCRIPTION: Financial Advisor/ IAR operating under Holvick & Associates, Advanced Business Partners an independent affiliate ofOsaic Wealth Inc.for the purpose of soliciting investments offered through Broker Dealer. (2) PENSION PLAN CONSULTANTS POSITION: CEO NATURE: PPC operates under the DBA Brickhouse Consulting and strictly provides plan designs and advice for self-directed solo and group 401(k) plans.It does not sell products, investments or otherwise. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2020 ADDRESS: 3309 West Silver Lake Rd., Ste. D, Fenton MI 48430, United States DESCRIPTION: I handle new client acquisitions and consulting. (3) FRANKENMUTH CITY COUNCIL POSITION: City Council Member NATURE: Political Office INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 240 W. Genesee St., Frankenmuth MI 48734, United States DESCRIPTION: Frankenmuth City Council Member and currently serving on the City Planning Commission. (4) EAGLE GROUP PROPERTIES LLC - DBA: MICHIGAN STORAGE SOLUTIONS POSITION: Owner/Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2008 ADDRESS: 735 Maple Park Way, Frankenmuth MI 48734, United States DESCRIPTION: Eagle Group Properties is an LLC set up to manage properties and collect rental income. DBA: Michigan Storage Solutions. Partner in this company is my father-in-law. (5) DCR PROPERTIES LLC - DBA: MICHIGAN STORAGE SOLUTIONS POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2008 ADDRESS: 735 Maple Parkway, Frankenmuth MI 48734, United States DESCRIPTION: DCR Properties is an LLC set up to manage properties and collect rental income. DBA: Michigan Storage Solutions. Partner in this company is my wife. (6) INSURANCE AGENT POSITION: Insurance Agent NATURE: None - independent insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 02/19/2016 ADDRESS: 3309 W. Silver Lake Rd., Fenton MI 48430, United States DESCRIPTION: Independent Insurance Agent for Fixed Insurance products. (7) MICHIGAN STORAGE SOLUTIONS POSITION: Owner NATURE: Marketing name. No entity INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2008 ADDRESS: PO Box 74, Frankenmuth MI 48734, United States DESCRIPTION: Owner of six Michigan Storage Solutions facilities (8) DR ASSET HOLDINGS POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2025 ADDRESS: 725 Maple Park Way, Frankenmuth MI 48734, United States DESCRIPTION: I have no duties or responsibilities with this LLC, But my wife, Deanna Ross is the owner operator and I believe I have to disclose any entities owned by family members.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-30
• S63 Uniform Securities Agent State Law Examination
  2016-03-03

Other Names

• Chad Michael Ross