Chad LeaCRD Number: 2707097
Current Firm: Strategic Wealth Group
Chad Lea (CRD# 2707097) is an Investment Advisor Representative working at Strategic Wealth Group in Eden Prairie, MN and has over 26 years of experience in the finance industry.
Cetera Advisor Networks LLC
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
|Strategic Wealth Group Registered Investment Advisor, LLC||Eden Prairie, MN||Nov 2019 - Current||3|
|Running Management Group||Eden Prairie, MN||Nov 2019 - Current||3|
|Lpl Financial LLC||Eden Prairie, MN||Oct 2019 - Current||3|
|Fbl Marketing Services, LLC||Chaska, MN||Apr 2014 - Nov 2019||5|
|Fbl Marketing Services, LLC||Chaska, MN||Apr 2013 - Nov 2019||6|
|Colonial Life||Minnetonka, MN||Nov 2012 - Feb 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1996|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management755MILLIONS
Total Number of Accounts3,481ACCOUNTS
Average Account Value$216,770
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, AZ, CA, CO, FL, IA, IL, LA, MI, MN, MO, ND, NE, PA, SC, SD, TX, WA, WI
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