Brad SchroederWealth Advisor | CFP®
Address
45 28th Street Southeast
Rochester, Minnesota 55904
US
Phone
(507) 424-2032
Email
About Brad Schroeder
Career Highlights and Industry Expertise
- Financial industry professional since 2005
- Series 7 and 66 registrations, held through LPL Financial
- CERTIFIED FINANCIAL PLANNER™
Education
- Bachelor’s degree in finance from Winona State University
Servicing Areas
Serving the southern Minnesota and northern Wisconsin regions and banking centers
As a Rochester native and avid sports fan, I enjoy watching and attending any Minnesota sporting event—go Gophers!
My goal is to be a valuable, unbiased and independent resource to my clients, helping them gain financial confidence and peace of mind. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
My goal is to be a valuable, unbiased and independent resource to my clients, helping them gain financial confidence and peace of mind. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
