Ameriprise Financial Services
40yrs
Top advisor by experience in Hampton
27yrs
Chad Mitchell
Financial advisor at Osaic Wealth
Based in Hampton, Virginia, Chad Mitchell is a fiduciary financial advisor with 27 years of industry experience. Chad has been with Osaic Wealth since 2026; before that, Chad spent eight years at Edward Jones and a year at Saxony Capital Management. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 19 advisors with offices in Hampton, and one of 18 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office1919 Commerce Drive Suite 140, Hampton, VA 23666
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowOsaic Wealth, Inc.Current firm
- 2018 – 2026Edward JonesPreviously
- Feb 2007 – Nov 2007Saxony Capital Management, LLCPreviously
- Jun 2006 – Feb 2007Principal Securities, Inc.Previously
- 2002 – 2004Valic Financial Advisors, Inc.Previously
- 1999 – 2002Ameriprise Financial Services, LLCPreviously
Contact Chad
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Chad. 1919 Commerce Drive Suite 140Hampton, VA 23666Office · Get directions
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Questions to ask Chad
Tailored to Chad’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Chad
How do I contact Chad?
Call Osaic Wealth at (800) 821-5100 and ask for Chad Mitchell. Chad works from the Hampton, VA office.
How long has Chad been a financial advisor?
Chad has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Chad hold?
Series 66. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Chad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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