Chad
Seegers
Insight Wealth Strategies, LLC
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About this Advisor
Chad Seegers is a financial advisor based out of San Ramon, California with 5 years of industry experience. Seegers is an advisor for Insight Wealth Strategies, LLC. Over the course of their career, Seegers has held roles at Mutual Securities, Inc, Insight Wealth Strategies, LLC and Lincoln Financial Advisors. Seegers maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Insight Wealth Strategies, LLC is a firm that has its headquarters in San Ramon, CA. The firm has a total of 15 advisors. It manages $680 million in assets among its 1,521 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 1,521 accounts, 28% are held by high-net-worth investors who have greater than $1 million in investable assets. The business performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees for financial management typically depend on which service is provided. However, fees billed by Insight Wealth Strategies, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insight Wealth Strategies, LLC Brokerage Details
$679,508,142
15
1,521
$446,751
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Chad Seegers Work History
Chad has been registered as a financial advisor for 5 years.*
Insight Wealth Strategies, LLC
Mutual Securities, Inc
Lincoln Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Seegers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Insight Wealth Strategies, LLC
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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