Chad Muehlbauer, financial advisor Fond Du Lac WI

Chad Muehlbauer

CRD Number: 4424215
Current Firm: Osaic Wealth, Inc.

Chad Muehlbauer (CRD# 4424215) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 21 years of experience in the finance industry. Chad Muehlbauer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Osaic Wealth, Inc. Fond Du Lac, WI Jan 2024 - Current < 1
Woodbury Financial Services Inc. Fond Du Lac, WI Oct 2017 - Jan 2024 6
National Planning Corporation Fond Du Lac, WI Apr 2002 - Oct 2017 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
Contact Info for Chad L. Muehlbauer
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • WI
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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