Chad Anderson has been an investment adviser representative at Sun Financial since November 2024, and is not listed among the firm’s executive officers or direct owners. Chad Anderson holds a Bachelor of Science in Finance from the University of Utah and an MBA from Westminster College.
Sun Financial, Inc. is a Midvale, UT firm with $217M under management, 380 clients and 3 advisers in one office, as of its September 2026 filing.
Chad Anderson is Director of Retirement Plan Services of Presidio Wealth Management. He has over 25 years of experience in the financial services industry. He started his career at Fidelity Investments in Salt Lake City, later covered Minnesota, Wisconsin and Nebraska as Retirement Plan Counselor at Fidelity, and spent 9 years at Transamerica as a Senior Retirement Counselor.
Chad Anderson’s longest registration was 5 years at Onedigital Investment Advisors (2019–2025). Before joining Sun Financial in 2024, Chad Anderson was registered through Onedigital Investment Advisors and Transamerica Retirement Advisors, LLC.
- Presidio Wealth ManagementCurrent– present · 1 yearMidvale, UT · Adviser representative · Firm CRD 333404
- Onedigital Investment Advisors– · 5 yearsMidvale, UT · Adviser representative · Firm CRD 106766
- Transamerica Retirement Advisors, LLC– · 3 yearsHudson, WI · Adviser representative · Firm CRD 107319
Professional designations
Listed by Sun Financial
- CRPC®
Investment adviser representative registrations
Chad Anderson is registered as an investment adviser representative in Utah, since November 2024.
- UtahSince 20 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 May 2014 |
| Series 7 | General Securities Representative Examination | 26 July 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 March 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 March 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Chad D Anderson
- CRD
- 3180213
- Firm
- Sun Financial · CRD 333404
- Office
- 6967 SOUTH RIVER GATE DRIVE, SUITE 102, Midvale, UT 84047
- Registration
- Investment adviser registration
- In the industry since
- October 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- presidiowealth.com
Where does Chad Anderson work?
Chad Anderson is an investment adviser representative registered through Sun Financial, Inc. since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Chad Anderson a financial advisor?
Yes. Chad Anderson has a current investment-adviser registration in Utah, through Sun Financial since November 2024.
How many years of experience does Chad Anderson have?
Chad Anderson has 26 years in the financial industry, since October 2000, across 3 adviser firms.
What exams has Chad Anderson passed?
Chad Anderson has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in March 1999. FINRA credited Chad Anderson with the SIE, which began in October 2018.
Where did Chad Anderson work before Sun Financial?
Before Sun Financial, Chad Anderson was registered through Transamerica Retirement Advisors, LLC, May 2014 to November 2017.
Where is Chad Anderson based?
Chad Anderson’s registered office is in Midvale, UT.
Is Chad Anderson registered with FINRA?
No. Chad Anderson has no current broker registration.
How can I verify Chad Anderson’s record?
Search CRD 3180213 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Anderson’s full registration record.