Samuel Broback
Samuel Broback is a registered investment advisor at Cedar Cove Wealth Partners, based in Bloomington, MN, with 4 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 1,861 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cedar Cove Wealth Partners' annual investment management fee is based on the value of your portfolio. The fee can be a fixed percentage, a fee on total assets, a fixed dollar amount, or a tiered fee schedule. The annual fee ranges up to 2.0%, and is charged quarterly in advance.
Location
7900 Xerxes Ave S, Suite 1750, Bloomington, MN, 55431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Samuel is an insurance provider with Thrivent Advisor Network, helping clients implement life, disability, and long-term care insurance, dedicating a few hours per week. He also operates as a Registered Investment Advisor DBA under Cedar Grove Wealth Planning.
Employment History
Current Registrations
Cedar Cove Wealth Partners
Previous Registrations
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.Broker
State Registrations1 state
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.