Chad Lea, financial advisor Eden Prairie MN

Chad Lea

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Chad M. Lea
Phone Number: 952-955-7865
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    755
    MILLIONS
  • Total Number of Accounts
    3,481
    ACCOUNTS
  • Average Account Value
    $216,770
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AR, AZ, CA, CO, FL, IA, IL, LA, MI, MN, MO, ND, NE, PA, SC, SD, TX, WA, WI

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