Chad D. Anderson

PRESIDIO WEALTH MANAGEMENT

MIDVALE, UT 84047

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CRD#: 3180213

Professional summary

Chad D Anderson, who also goes by Chad O Anderson, is a registered financial advisor currently at PRESIDIO WEALTH MANAGEMENT located in Midvale, Utah.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Chad has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad O Anderson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)OneDigital Investment Advisors LLC;investment related;4860 College Blvd,Suite 100,Overland Park,KS 66211;RIA;director of retirement plan services;40 hrs/month;6.5 hrs during trading;manage all 401k plan relationships,service all employer sponsored retirement plans 2)Presidio Wealth Management;investment related;6769 S. River Gate Dr,Midvale,UT 84047;director of retirement plan services;5/2019;40 hrs/month;6.5 hrs during trading;manage all 401k plan relationships,service all employer sponsored retirement plans advised by Presidio Wealth Management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad D Anderson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 20, 2024 - Present

PRESIDIO WEALTH MANAGEMENT

Office #1: 6967 South River Gate Drive Suite 102, Midvale, UT 84047

RIA

CRD#: 333404

MIDVALE, UT

Past

August 23, 2024 - December 31, 2024

OSAIC WEALTH, INC.

CRD#: 23131

Midvale, UT

Past

May 31, 2019 - January 6, 2025

ONEDIGITAL

RIA

CRD#: 106766

MIDVALE, UT

Past

May 21, 2019 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Midvale, UT

Past

May 12, 2014 - November 2, 2017

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

Hudson, WI

Past

October 28, 2008 - November 2, 2017

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

NORTH SALT LAKE, UT

Past

January 1, 2008 - October 16, 2008

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MARLBOROUGH, MA

Past

March 18, 1999 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SALT LAKE CITY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRESIDIO WEALTH MANAGEMENT

PRESIDIO WEALTH MANAGEMENT | SUN FINANCIAL, INC.

CRD#: 333404 / SEC#: 801-131464

RIA

Registered Investment Advisory firm - (11/13/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(11/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/9/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/23/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/2/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/17/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRESIDIO WEALTH MANAGEMENT

PRESIDIO WEALTH MANAGEMENT | SUN FINANCIAL, INC.

CRD#: 333404 / SEC#: 801-131464

RIA

Registered Investment Advisory firm - (11/13/2024 Approved)

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Contact information

Main Address

6967 South River Gate Drive Suite 102, Midvale, UT 84047

Mailing Address

Phone number

(801) 290-3201

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - PRESIDIO WEALTH MANAGEMENT (3/18/2025)

FORM ADV PART 2B - PARKER CHRISTIANSEN (3/18/2025)

FORM ADV PART 2B - ELIJAH CHRISTENSEN (3/18/2025)

Regulatory assets under management

Total Number of Accounts	844
AUM (Assets Under Management)	$ 175,533,722

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Chad D. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad D Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

ONEDIGITAL

TRIAD ADVISORS LLC

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

PRESIDIO WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/9/2014

Series 63

Date: 3/23/1999

SIE

Date: 11/2/2017

Series 7

Date: 7/26/2002

Series 6

Date: 3/17/1999

Current Firm

PRESIDIO WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRESIDIO WEALTH MANAGEMENT

TRUST BUT VERIFY

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