ChadLea- Financial Advisor Eden Prairie, MN

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About Chad Lea

Chad has been in the financial services industry for over 28 years . He utilizes a goal based investment strategy that seeks to optimize a clients portfolio during different stages of their life. This includes the distribution of the client's assets during retirement and transferring of this wealth upon death. Chad uses this basic and simple approach to planning for his clients to help them work towards achieving their goals and dreams.

Chad enjoys talking to and educating people, and he has presented hundreds of retirement and estate planning seminars over the years.

Chad is a graduate of Minnesota State Mankato in 1990 and has a Bachelor of Science in Business with a concentration in Marketing. He holds his Series 6, 7, 63 (through LPL Financial) and 66 (through Strategic Wealth and LPL Financial) licenses, along with his MN Life and Health license. Chad and his wife, Lori, have been married for 31 years, and have three boys, Jared, Logan and Zach. While his sons were growing up, Chad enjoyed coaching and cheering for them during their football, basketball and baseball games. He also enjoys travelling, playing golf with his wife and friends and has most recently taken up pickleball and Ebiking. Chad is an avid fan of the University of MN Golden Gophers Football team, and on Saturdays, you can find him watching his favorite team in person or on TV!

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General Information

CRD#

2707097

Firm CRD#

284430

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 6, Series 66, Series 63, Series 7

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250K+

Compensation Methods

Based on Assets

Disclosures

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Strategic Wealth Group RIA, LLC ADV 2A

https://acrobat.adobe.com/id/urn:aaid:sc:va6c2:e73804cf-feed-400b-ae27-052bdc62dc54

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890772/paladinregistry-Strategic-Wealth-Group-detailed-disclosure.html

Disclaimer

Professionals associated with Strategic Wealth Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC , and offer investment advice through Strategic Wealth Group RIA, a registered investment advisor; or (2) solely tax professionals of Strategic Tax Group, and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Strategic Tax Group DBA Strategic Wealth Group. Strategic Wealth Group and Strategic Tax Group are separate legal entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services.

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Paladin Research Report For:

Chad Lea

Strategic Wealth Group