Chad
Broberg

Landmark Wealth Management Group

CRD#4423100
Investment Advisor
in Lake Elmo, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Chad Broberg is a certified financial planner and chartered financial consultant who works in Lake Elmo, Minnesota with a total of 1 year of industry experience. Broberg is currently employed by Landmark Wealth Management Group. The advisor has gained experience at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments and Landmark Wealth Management Group. Broberg has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in Minnesota. Landmark Wealth Management Group is a company based in Lake Elmo, MN. The company has offices in three locations and a total of 28 advisors. It manages $717 million in assets among its 2,655 customer accounts, placing it among the larger firms in the country by assets under management. The firm provides financial advice to one charitable organizations. Of its 2,655 accounts, just 14% are held by high-net-worth clients who have greater than $1 million in investable assets. The business offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely vary depending on the financial services provided. Fees billed by Landmark Wealth Management Group likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8665 Hudson Blvd. N Suite 100
Lake Elmo, MN 55042

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Landmark Wealth Management Group Brokerage Details

Total Assets Under Management

$717,201,934

MN Average: $5,289,111,388
Total Number of Employees

28

MN Average: 157
Total Number of Accounts

2,655

MN Average: 8,262
Average Account Size

$270,133

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Chad Broberg Work History

Chad has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Landmark Wealth Management Group

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2020 - 2022 (2 years)

Thrivent Advisor Network, LLC

2002 - 2021 (19 years)

Thrivent Investment Management Inc

2002 - 2020 (18 years)

Thrivent Financial For Lutherans

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Chad Broberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Landmark Wealth Management Group

Christopher Finden
Lake Elmo, MN
Thomas Selbo
Lake Elmo, MN
Jennifer Beyl-Lee
Lake Elmo, MN
Ryan Trabant
Lake Elmo, MN
Leah Swanson
Lake Elmo, MN
Tamara Mark
Lake Elmo, MN
Bjorn Nesvold
Lake Elmo, MN
Kurt Haugen
Hudson, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started