Broker Check
Patrick Broeske

Patrick Broeske

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 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.