Patrick Broeske

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*.

Over the past two decades you could find Pat coaching on the football field in the fall, on the basketball court in the winter, and the baseball field in the spring and summer. At the moment, he has retired from coaching and instead will be enjoying watching from the sidelines.  During the fall and winter you can also find him in the fields hunting upland game and and on the water hunting waterfowl.  In addition, Pat enjoys hunting big game across North America.

Pat and his wife, Nellie, have raised three children in Brownsville, Wisconsin.  Bennett is a 2023 graduate of St. Norbert College in Depere, Wisconsin and has joined his father as a Financial Adviser at Lakeside Wealth Management in 2023. Alivia is a 2024 graduate of Marquette University and works for Michels Corporation in Milwaukee, Wisconsin.  Jacob has earned a full ride scholarship to play basketball and study Business and Finance at Northern Michigan University in Marquette, Michigan. He will be a freshman in the fall of 2026.

*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.