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Patrick Broeske

Patrick Broeske

AIF® | Accredited Investment Fiduciary™

Patrick M. Broeske founded Lakeside Wealth Management, LLC in November of 2002 after spending the previous two years as a Vice President/Financial Advisor with Merrill Lynch. Mr. Broeske 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, his wife, Nellie, son, Bennett, daughter, Alivia, and son Jacob make their home in Brownsville, Wisconsin.