Chad Parmenter
Chad Parmenter is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Kirkland, WA, with 33 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4030 Lake Washington Blvd Ne, Suite 300, Kirkland, WA, 98033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is the owner of Mirus Planning, providing financial planning, investment management, and advice as an IAR with Securities America Advisors since 2007, dedicating about 10-20% of his time to securities trading. Chad also acts as an insurance agent and trustee, spending minimal time on each activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Prospera Investment Advisors, LLC
Securities America, INC.Broker
Apc Financial Services, LLC
1st Global Capital CORP.Broker
1st Global Advisors INC
Underwriters Equity CorporationBroker
Manulife Financial Securities LLCBroker
Blue Vase Securities, LLC
Blue Vase Securities, LLCBroker
1717 Capital Management CompanyBroker
MML Investors Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.