Chad LeeWealth Advisor, Officer
Address
4708 East Towne Blvd
Madison, Wisconsin 53704
US
Phone
(608) 287-3417
Email
About Chad Lee
Career Highlights and Industry Expertise
- Financial industry professional since 2014
- Joined the company in 2025
- Series 7 and 66 registrations, held through LPL Financial
Education
- Bachelor’s degree in business administration from Olivet Nazareen University
Servicing Areas
Serving the DeForest, East Towne and Sun Prairie, Wisconsin regions and banking centers
Outside the office, I enjoy traveling with my wife and three kids, sports and fitness. I’m an active volunteer with my church, playing piano, bass guitar and singing on the Music Arts team.
My approach is akin to great architecture, starting with detailed blueprints. This planning process lays the foundation for building and executing robust financial strategies. Our team is committed to designing and bringing these plans to life, continuously evaluating, informing, and adjusting as needed.
We help clients prepare for life's uncertainties by guiding them through their financial journeys with confidence.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
My approach is akin to great architecture, starting with detailed blueprints. This planning process lays the foundation for building and executing robust financial strategies. Our team is committed to designing and bringing these plans to life, continuously evaluating, informing, and adjusting as needed.
We help clients prepare for life's uncertainties by guiding them through their financial journeys with confidence.
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.
