Broker Check
Chad Broberg, CFP®, ChFC®, CASL®, FIC, RICP®, CLTC®, BFA™

Chad Broberg, CFP®, ChFC®, CASL®, FIC, RICP®, CLTC®, BFA™

Partner and Wealth Advisor

2023 Five Star Professional Wealth Manager Award - 11 Time Recipient

After teaching middle school math Chad became a wealth advisor in 2001. He is passionate about developing and managing a strategy for his clients in or nearing retirement that allows them to confidently navigate the ups and downs of the stock market and reduce the taxes paid on their retirement dollars, so they can truly enjoy the retirement they worked so hard to create.

He is a Certified Financial Planner and has numerous other industry designations and awards. He has been recognized for many years as a recipient of the Five Star Wealth Manager award, given to professionals who show a commitment to clients and demonstrate strong industry credentials. Chad graduated with degrees in Education and Math from Saint John’s University in Collegeville, MN.

When not in the office you can find Chad spending time with his family traveling (including long road trips!), having family dinners, and coaching youth baseball and football. In his spare time, he enjoys lake activities and strives to someday be a decent golfer.

He is licensed to do business in AZ, CO, IN, MN, NV, OH, PA, TN, VA, WI.

See for Five Star Wealth Manager award criteria

The FIVE STAR Professional ranking was released in 2023 for the time period of 2022-2023. Neither the Firm nor its representatives paid a fee to participate in the survey (or paid a fee to participate).