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Chad Lea

Strategic Wealth Group
28 Years of Experience
Eden Prairie, MN
1 DisclosureBroker
View SEC Summary
View SEC Summary

Chad Lea is a registered investment advisor at Strategic Wealth Group, based in Eden Prairie, MN, with 28 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 3,557 clients with $1.5B in assets under management.

Strategic Wealth Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
3,557 clients
Average Client Portfolio
$432K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable based on factors such as historical relationships, asset types, and account composition. Alternatively, a flat fee of up to 2.0% may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347

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History

Regulatory History (1)
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Customer Dispute
August 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Chad operates under several DBAs and entities related to investment advisory services, including Strategic Wealth Group and Running Wealth Management Group. He also works as a client relations specialist for Strategic Tax Group, dedicating minimal time to this role.

Employment History
Current Registrations
Strategic Wealth Group
December 2019 - Present · 6 yrs 10 mos
LPL Financial LLCBroker
October 2019 - Present · 7 yrs
Previous Registrations
Fbl Marketing Services, LLCBroker
February 2014 - November 2019 · 5 yrs 9 mos
Riversource Distributors, INC.Broker
December 2011 - September 2012 · 9 mos
Thrivent Investment Management INC.Broker
August 2009 - July 2011 · 1 yr 11 mos
Metlife Securities INC.Broker
May 2003 - August 2009 · 6 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
May 2003 - July 2007 · 4 yrs 2 mos
Thrivent Investment Management INC.Broker
February 1996 - May 2003 · 7 yrs 3 mos
State Registrations9 states
AZCOFLIAMNNCNETXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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