Chad Michael Opel

Current Employers

Employment History

• 04/2014 → 03/2021
  Visionary Wealth Advisors, Llc
  Fenton, MO
• 04/2014 → 03/2021
  Mass Mutual Life Insurance Company
  Edwardsville, IL
• 03/2021 → Present
  Mutual Advisors, Llc.
  Omaha, NE

Previous Registrations

• 2014-04-23 → 2021-03-19
  Visionary Wealth Advisors, Llc
  Edwardsville, IL
  St. Louis, MO
• 2009-05-14 → 2014-04-01
  Northwestern Mutual Investment Services, Llc
  Edwardsville, IL
• 2008-01-31 → 2009-05-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Swansea, IL
• 2007-05-01 → 2008-02-05
  Edward Jones
  Maryville, IL
  Bethalto, IL
  Glen Carbon, IL
  St Louis, MO

Other Businesses

1. Insurance Sales deposited into Opel Private Wealth, LLC., Start Date: 11/01/2005, 5 Loggers Trl, Edwardsville, IL 62025, Insurance Sales, Manager, Insurance Sales when appropriate, Life, Disability, Long-term care, Not Investment Related, 5 Hours per month, 5 Hours per day during trading hours. 2. Edwardsville Neighbors, Start Date: 01/01/2010, 5 Loggers Trl., Edwardsville, IL 62025, 501c3, Non-Profit, Board Member, I recently removed myself as Treasurer, Fundraising, Event Planning, Working with Families in need, Not Investment Related, 10 Hours per month, 0 Hours per day during trading hours. 3. SIUE Foundation Board, Start Date: 07/01/2018, 30 Circle Dr., Edwardsville, IL 62026, 501c3, Board to oversee activities of Foundation Employees, Board Member, Oversee activities of foundation employees, Not Investment Related, 3 Hours per month, 0 Hours per day during trading hours. 4. Edwardsville High School Athletic Hall of Fame Executive Selection Committee, Start Date: 07/01/2021, 6161 Center Grove Rd., Edwardsville, IL 62025, Committee Member, Organize Hall of Fame event and assist with selection of athletes, coaches, and teams, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours. 5. Edwardsville Bank Advisory Board, Start Date: 11/01/2020, 209 E. Schwarz St., Edwardsville, IL 62025, Advisory Board - Banking, Board Member, Quarterly meetings providing ideas, suggestions to Bank for marketing and growth, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours. 6. EGHM Foundation - Edwardsville Community Unit School District #7, Start Date: 11/03/2025, 6161 Center Grove Rd., Ste. A, Edwardsville, IL 62025, 501c3, Non-Profit Organization, Board of Director, Assist in helping the Edwardsville School District 7 recognize and analyze different school related projects and fundraise, Not Investment Related, 2 Hours per month, 0 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-28
• S63 Uniform Securities Agent State Law Examination
  2005-09-24

Designations