1080 South Main Street
Fond du Lac,
Our reasons for becoming financial professionals are deeply personal. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
LPL Financial Advisor
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.
Client Relationshp Specialist
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.
Client Support Specialist
Kristin joined Lakeside Wealth Management, LLC in August of 2017. She is a 2011 graduate of Marian University where she earned a Bachelor of Science in Education. Kristin is excited to be assisting Pat, Dan and Mark in helping their clients work toward their financial goals and to be handling a variety of tasks to create a positive experience for all clients and visitors. She looks forward to working with you!
Kristin and her husband, Eric, make their home in Brownsville, Wisconsin with their two children. She enjoys spending time with her family and running in her free time.
AIF® | Accredited Investment Fiduciary™
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. Alivia is finishing her first year Marquette University and Jacob is in 8th grade at Lomira Public 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.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.