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

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

Partner and Wealth Advisor

Recipient of 2022 Five Star Professional Wealth Manager Award - 9 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 life, so they can truly enjoy the retirement they worked so hard to create.

Chad has earned numerous financial planning industry designations, as well as various awards.  He has been recognized as a 9-time 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 times with his family traveling (including long road trips!), watching movies, having family dinners, and coaching.  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 2022 for the time period of 2021-2022. Neither the Firm nor its representatives paid a fee to participate in the survey (or paid a fee to participate).