Pat works with individuals, families and business owners overcome financial complexity and offers clear, straightforward financial advice that builds a strong foundation for your financial plan. Recognizing that everyone encounters challenges along the way, he strives to anticipate and address those situations as they occur to keep you on track toward a meaningful and purpose-driven financial future.

Patrick M. Broeske founded Lakeside Wealth Management, LLC in November of 2002 to take an independent approach to helping investors. Previously, he worked two years as a Vice President/Financial Advisor with Merrill Lynch and began his career in 1989 as a Financial Advisor with Raymond James Financial Services. He graduated from Ripon College with a Bachelor of Arts degree in Economics. He is also an Accredited Investment Fiduciary™ (AIF)® certified by the Center for Fiduciary Studies at the University of Pittsburgh. Pat also holds FINRA Series 7,9,10,24,63, and 65 registrations through LPL Financial, as well as life, health, and variable insurance licenses.  Pat has been recognized as one of LPL Financials’ Chairman’s Council Advisors which is only presented to less than 1% of LPL Financials’ 19,000 advisors nationwide. He has also been recognized as a Financial Times Top Financial Adviser in 2020*.

Pat is passionate about coaching football, basketball and baseball as well as all types of hunting. In the summer, you can find him on the baseball field. In the fall, on the football field and during the winter he’ll be on the basketball court helping the next generation build skills around teamwork and the game. During all seasons you can find Pat hunting all types of game nationwide.  Pat and his wife, Nellie have raised three children in Brownsville, Wisconsin. Bennett recently graduated from St. Norbert College in De Pere and is now a Financial Representative at Lakeside Wealth Management. Alivia is in her third year at Marquette University and Jacob is a sophomore in high school.

*2020 Financial Times 400 Top Financial Advisers minimum criteria: Financial advisors managing at least $300 million in assets and more than 10 years’ experience.  Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials and online accessibility.

Dan joined the Lakeside Wealth Management, LLC in June of 2013 after spending the previous nineteen years with AG. Edwards/Wells Fargo Advisors. Dan was raised on a dairy farm in nearby Lomira, WI and graduated from the University of Wisconsin Milwaukee with a Bachelor of Arts degree. Dan is an active member of the Fond du Lac Lakeside Evening Kiwanis serving as Club Secretary and makes his home in Fond du Lac.

Kathy joined the team at Lakeside Wealth Management, LLC in May 2017. She has worked in the financial industry for the past 39 years, spending 23 years employed at Wells Fargo Advisors. She looks forward to assisting Pat, Dan and Mark in helping clients pursue financial goals and also interacting with clients to seek to achieve optimal satisfaction. Kathy will be happy to help you and welcomes your call.

Kathy and her husband Tom make their home in the Oakfield area. She has served as a volunteer for United Way, Loaves and Fishes and as a member for the Human Concerns Committee at Sons of Zebedee.

Bennett joined Lakeside Wealth Management, LLC in May of 2023 following his graduation from St. Norbert College in De Pere, WI. Bennett graduated Cum Laude, earning his degree in Business Finance. While in college, Bennett was a member of the football team. In addition to his time on the field, he was an academic all-conference honoree. Bennett was also a member of Omicron Delta Kappa, a national collegiate leadership honorary. Bennett is a 2019 graduate of Lomira High School.

Bennett is looking forward to learning from his father, Pat, as he begins his career in the financial industry.

Jack joined Lakeside Wealth Management, LLC in October of 2023 after previously working as an Equity Research Analyst at Craig-Hallum Capital Group in Minneapolis, MN. Jack graduated Summa Cum Laude from the University of St. Thomas in St. Paul, MN in 2022 with a degree in Financial Management. While in college, Jack was a member of the baseball team and a student manager of the Aristotle Fund, an actively managed stock portfolio representing a portion of the UST Endowment Fund. Jack was born and raised here in Fond du Lac and is a 2018 graduate of Fond du Lac High School.