Andrew Paul Charbonneau

Employer firm

Defining Wealth CRD 328930

$50.3M regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2015 → 08/2018
  The O.N. Equity Sales Company
  Cincinnati, OH
• 07/2015 → 08/2018
  Ohio National Financial Services
  Cincinnati, OH
• 08/2018 → 06/2024
  Securities America, Inc.
  Sterling Heights, MI
• 08/2018 → 06/2024
  Securities America Advisors
  Sterling Heights, MI
• 06/2024 → 12/2024
  Osaic Wealth, Inc.
  Sterling Heights, MI
• 06/2024 → 12/2024
  Osaic Wealth, Inc.
  Sterling Heights, MI
• 12/2024 → Present
  Defining Wealth Partners Llc
  Franklin, TN

Previous Registrations

• 2024-06-14 → 2024-12-16
  Osaic Wealth, Inc.
  Shelby Twp, MI
• 2018-08-16 → 2024-06-14
  Securities America Advisors, Inc.
  Sterling Heights, MI
• 2017-11-16 → 2018-08-15
  On Investment Management Co
  Sterling Heights, MI
• 2010-10-14 → 2010-12-21
  Chase Investment Services Corp.
  Sterling Heights, MI

Other Businesses

2023-Present: Redwood Wealth Management, Inc/Service & Consulting Related/Lake Orion, MI/Owner/Set up for specific purpose of reporting income as an S-Corp for tax purposes/Involves up to 10% of time per month, including during business hours// 2015-Present: Insurance Agent/Insurance Related/Lake Orion, MI/Insurance sales & service via unaffiliated issuers/Involves up to 10% time each month, including during traditional business hours//

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-20
• S63 Uniform Securities Agent State Law Examination
  2015-03-26
• S66 Uniform Combined State Law Examination
  2010-03-22

Designations

• Certified Financial Planner

Other Names

• Drew Paul Charbonneau