Chad Lea
7820 Terrey Pine Court Suite 200
Eden Prairie, MN 55347
9528182430
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 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.
See Disclosures
Firm Start Year
CRD#
2707097
Firm CRD#
284430
Name of Broker/Dealer
LPL FINANCIAL LLC
States Licensed in
MN
Years of Experience in Financial Services
28
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 Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Securities Licenses
Series 6, Series 7, Series 66, Series 63
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250K+
Compensation Methods
Based on Assets
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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.rothira.org/disclosure/1890772/rothira-Strategic-Wealth-Group-detailed-disclosure.html
Professionals associated with Strategic Wealth Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member 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.