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Chad Mitchell Lea

Strategic Wealth Group

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About Chad Mitchell Lea

Chad Lea is a financial advisor with Strategic Wealth Group. Chad has been in the financial services industry since 1996. Chad is licensed to provide investment advice in Arizona, Colorado, Florida, Iowa, Minnesota, Nebraska, North Carolina, and Wisconsin. Chad is also a Registered Investment Advisor. Chad provides financial planning and investment management services to individuals, families, and businesses.

Firm Information

Chad Lea is currently registered with Strategic Wealth Group. Strategic Wealth Group is an investment advisory firm located in EDEN PRAIRIE, MN. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They manage approximately $1.04 billion in assets for 4,831 clients. The firm has 19 investment adviser representatives and 14 licensed agents.
Strategic Wealth Group

7820 TERREY PINE CT, #200

EDEN PRAIRIE, MN 55347

$1.04B

Assets Under Management

5

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Chad Lea’s Registration & Firm History

MN

12/03/2019 - Present

Strategic Wealth Group (EDEN PRAIRIE MN)

IA

02/14/2014 - 11/01/2019

FBL MARKETING SERVICES, LLC (WEST DES MOINES IA)

MN

12/12/2011 - 09/04/2012

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

08/26/2009 - 07/12/2011

THRIVENT INVESTMENT MANAGEMENT INC. (BLOOMINGTON MN)

MN

05/01/2003 - 08/14/2009

METLIFE SECURITIES INC. (BLOOMINGTON MN)

MN

05/01/2003 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (BLOOMINGTON MN)

MN

02/16/1996 - 05/01/2003

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/21/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/21/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2009

Series 7 - General Securities Representative Examination

BC

Issued 02/15/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Chad Mitchell Lea. Review regulatory record here.
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