Chad D Anderson

Employer firm

Presidio Wealth Management CRD 333404

$217M regulatory AUM 26 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

• 10/2008 → 11/2017
  Diversified Investors Securities Corp.
  North Salt Lake, UT
• 09/2008 → 11/2017
  Diversified Investment Advisors
  North Salt Lake, UT
• 02/2018 → 01/2022
  K2 Realty
  Draper, UT
• 05/2019 → 08/2024
  Triad Advisors, Llc
  Norcross, GA
• 05/2019 → 12/2024
  Onedigital Investment Advisors
  Overland Park, KS
• 08/2024 → 12/2024
  Osaic Wealth, Inc.
  La Vista, NE
• 11/2024 → Present
  Presidio Wealth Management
  Midvale, UT
• 04/2019 → Present
  Presidio Wealth Management
  Midvale, UT

Previous Registrations

• 2019-05-31 → 2025-01-06
  Onedigital
  Overland Park, KS
  Midvale, UT
• 2014-05-12 → 2017-11-02
  Transamerica Retirement Advisors, Llc
  North Salt Lake, UT
  Hudson, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-09
• S63 Uniform Securities Agent State Law Examination
  1999-03-23

Other Names

• Chad D Anderson
• Chad Anderson