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Chad Peter Barrios

Investment Adviser Representative at Foguth Wealth Management, LLC.

Scottsdale, AZCRD #4803424Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Chad Peter Barrios is an investment adviser representative with Foguth Wealth Management, LLC. in Scottsdale, AZ, where they have been registered since 2024. They have worked in the securities industry since 2007 and have been registered with 8 firms, including USAA Investment Services Company and Charles Schwab & Co., Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Arizona, Louisiana, and Michigan.

Office

8283 Hayden Rd., Ste 100
Scottsdale, AZ 85258

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, Louisiana, Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/11/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/9/2004
Series 24
General Securities Principal Examination
Passed 9/15/2011

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Foguth Wealth Management, LLC.Current
9/10/2024 – Scottsdale, AZ
USAA Investment Services Company
4/30/2024 – 5/29/2024Phoenix, AZ
Charles Schwab & Co., Inc.
12/3/2021 – 12/20/2022Phoenix, AZ
Merrill Lynch, Pierce, Fenner & Smith Incorporated
3/22/2013 – 10/18/2021Baton Rouge, LA
USAA Financial Planning Services
12/9/2008 – 7/18/2012Colorado Springs, CO
USAA Investment Management Company
9/18/2007 – 12/31/2008Phoenix, AZ
Thrivent Investment Management Inc.
9/29/2006 – 8/27/2007Daphne, AL
Stanford Group Company
8/12/2004 – 1/20/2006Baton Rouge, LA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Mar 2013 – Oct 2021Fullerton, CA
  2. BANK OF America, N.A.
    May 2013 – Oct 2021Fullerton, CA
  3. Charles Schwab & Co., Inc.
    Oct 2021 – Dec 2022Phoenix, AZ
  4. Charles Schwab Bank SSB
    Oct 2021 – Dec 2022Phoenix, AZ
  5. USAA Investment Services Company
    Mar 2024 – May 2024Phoenix, AZ
  6. USAA Life General Agency, Inc.
    Mar 2024 – May 2024Phoenix, AZ
  7. Unemployed
    Dec 2022 – Mar 2024Phoenix, AZ
  8. Unemployed
    May 2024 – Sep 2024Scottsdale, AZ
  9. Foguth Wealth Management, LLC.
    Sep 2024 – no end date reportedBrighton, MI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Foguth Wealth Management, LLC.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
51
Offices listed on AdvisorFinder:
11
Main office:
Brighton, MI
SEC file number:
801-128714

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 25, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad Peter Barrios has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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