Harriet Chase, financial advisor Belgrade MT

Harriet Chase

CRD Number: 4317194
Current Firm: Osaic Wealth, Inc.

Harriet Chase (CRD# 4317194) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Belgrade, MT and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Belgrade, MT Jul 2022 - Current 1
Aspen Grove Advisory Group, LLC Belgrade, MT Jul 2020 - Current 3
Casavy Health Solutions Dba Pkt Multivitamin Belgrade, MT Oct 2018 - Current 5
Harriet K. Chase (self Employed) Belgrade, MT Feb 2010 - Current 14
Steven A. Chase And Harriet K. Chase Belgrade, MT Feb 2003 - Current 21
Planmember Securities Corporation Carpinteria, CA Sep 2020 - Sep 2022 2
Securities America, Inc. Cheyenne, WY Feb 2010 - Sep 2020 10
Securities America Advisors, Inc. Cheyenne, WY Feb 2010 - Sep 2020 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Jan 2010
Contact Info for Harriet K. Chase
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • HI
  • MT
  • WY
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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