ChadLea- Financial Advisor Eden Prairie, MN

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About Chad Lea

Welcome to your team at Strategic Wealth Group. Our specially qualified advisors work closely together to provide long-term financial planning for you. We are united in our commitment to help you pursue your goals. Using our depth of knowledge combined with our advisor's diverse perspectives, we can help you solve complicated financial matters. We specialize in retirement, tax, and estate planning for families, business owners, young professionals, and pre and post retirees. We can guide you to necessary financial resources as you move through each stage of your journey.

Our organized and careful documentation assures transparency and efficiency. We use a systematic investment process that enables all of our advisors to support you. We strive to use the most up-to-date software to research wise investment strategies for you. This allows us to balance your financial objectives with your time horizon and tolerance for risk. While other firms may be obligated to use certain funds, we at Strategic Wealth are independent fiduciaries in advisory relationships, so we create sound investment strategies for you with only the clients interest in mind.

Founded in 2001, our firm is located in Eden Prairie, Minnesota. We serve our local community as well as communities throughout the United States. As honest, organized, and knowledgeable professionals, we provide valuable structure that can bring you financial confidence now and through your retirement years.

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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.

The LPL Financial registered representative associated with this website may discuss and/or transact business only residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Paladin Research Report For:

Chad Lea

Strategic Wealth Group