Unclaimed Profile

Chad David Broberg

LWMG, LLC·LAKE ELMO, Minnesota

SIE, Series 7, Series 63, Series 66CFP ChFCClean record20 years registeredLWMG, LLC

8665 HUDSON BLVD. N, LAKE ELMO, MN 55042CRD# 4423100Firm CRD# 322210

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad David Broberg · LAKE ELMO, MN

Registration

CRD #4423100 · LWMG, LLC · 20 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Oct 2024 – present

LANDMARK WEALTH MANAGEMENT GROUP

Aug 2022 – Nov 2024

LAKE ELMO, MN

THRIVENT ADVISOR NETWORK, LLC

Dec 2020 – Aug 2022

Lake Elmo, MN

THRIVENT INVESTMENT MANAGEMENT INC.

Nov 2013 – Feb 2021

WOODBURY, MN

THRIVENT INVESTMENT MANAGEMENT INC.

May 2006 – Jul 2007

WOODBURY, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · May 1, 2006

Years registered · 20

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LWMG, LLC

CRD 322210 · SEC 801-125975

AUM

$824M

Regulatory assets under management

Employees

2,904 client accounts

Services offered by LWMG, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LWMG, LLC →

Introduction

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Frequently Asked Questions

What services does Chad David Broberg offer?

Chad David Broberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE ELMO, Minnesota for a consultation.

What are Chad David Broberg's credentials?

Chad David Broberg holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chad David Broberg located?

Chad David Broberg is based in LAKE ELMO, Minnesota, working with LWMG, LLC. Their office serves clients in the LAKE ELMO metropolitan area and surrounding communities.

How does Chad David Broberg charge for services?

Chad David Broberg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LWMG, LLC?

LWMG, LLC has approximately 40 employees and manages $824M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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