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RIA / WealthAdvisorCertified Financial Planner16 years in industry

ANDREW PAUL CHARBONNEAU

Advisor at DEFINING WEALTH

FRANKLIN, TN | Auburn Hills, MI

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Search this name across graphsid dfx:ria:d000ba86-e9c0-35bc-c1c8-4e41ffac6416

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 14, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DEFINING WEALTH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 22, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S66|S63
First exam: Mar 22, 2010
First registration: Oct 14, 2010
Dual registered: no
Other names: DREW PAUL CHARBONNEAU
IAPD individual key: 5739614

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DEFINING WEALTH	State registered	Dec 17, 2024	n/a	yes	Auburn Hills, MI\|FRANKLIN, TN	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 14, 2024	Dec 16, 2024	no	SHELBY TWP, MI	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Aug 16, 2018	Jun 14, 2024	no	STERLING HEIGHTS, MI	Previous registration
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	Nov 16, 2017	Aug 15, 2018	no	Sterling Heights, MI	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 14, 2010	Dec 21, 2010	no	STERLING HEIGHTS, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	DEFINING WEALTH	Dec 16, 2024	Dec 17, 2024	1	Firm change	Ibd to state RIA
SECURITIES AMERICA ADVISORS, INC.	OSAIC WEALTH, INC.	Jun 14, 2024	Jun 14, 2024	0	Bulk transfer	Ibd to ibd
ON INVESTMENT MANAGEMENT CO	SECURITIES AMERICA ADVISORS, INC.	Aug 15, 2018	Aug 16, 2018	1	Firm change	Ibd to ibd
CHASE INVESTMENT SERVICES CORP.	ON INVESTMENT MANAGEMENT CO	Dec 21, 2010	Nov 16, 2017	2,522	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105662:110518:MI:2018-08-15	Aug 15, 2018	Aug 16, 2018	STERLING HEIGHTS, MI	Firm change

Relationships

Registered with (5)

→ DEFINING WEALTHRegistered adviserregistration: current employment
Dec 17, 2024 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 14, 2024 to Dec 16, 2024factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Aug 16, 2018 to Jun 14, 2024factForm ADV
→ ON INVESTMENT MANAGEMENT CORegistered adviserregistration: previous registration
Nov 16, 2017 to Aug 15, 2018factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 14, 2010 to Dec 21, 2010factForm ADV

Dated events

Occurred
Dec 16, 2024
Advisor changed firm
Andrew Paul Charbonneau left Osaic Wealth, Inc. for Defining Wealth (registered 2024-12-17)
Form ADVobserved 4 days ago