Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Broberg is a financial advisor with over 20 years of experience in the industry. Chad holds the Series 7, 63 and 66 licenses and is a Certified Financial Planner™ and Chartered Financial Consultant. Chad has been registered with Beacon Pointe Advisors, LLC since October 2024. Previously, Chad was a registered representative with Landmark Wealth Management Group from August 2022 to December 2023. Chad specializes in providing financial planning, portfolio management and other consulting services for individuals, families, businesses and non-profit organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
10/24/2024 - Present
Beacon Pointe Advisors, LLC (Lake Elmo MN)
MN
02/04/2021 - 12/31/2023
PURSHE KAPLAN STERLING INVESTMENTS (Lake Elmo MN)
MN
07/01/2002 - 02/03/2021
THRIVENT INVESTMENT MANAGEMENT INC. (WOODBURY MN)
MN
08/13/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 10/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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