Chad Lee Email & Phone Number

Madison, Wi, Us

Boston, Ma, Us

I lead a team of talented individuals dedicated to enhancing our clients' financial well-being through productive and collaborative efforts. We proudly serve over 300 households, managing more than $650 million in Assets Under Administration (AUA) and $135 million in Assets Under Management (AUM), including adding ~$40 million in managed assets and ~$10 million in annuity contracts in 2023 along. Our approach is akin to great architecture, starting with detailed blueprints. This planning process lays the foundation for building and executing robust financial strategies. Our financial consultants are committed to designing and bringing these plans to life, continuously evaluating, informing, and adjusting as needed.We help clients prepare for life's uncertainties by guiding them through their financial journeys with confidence.Specialties:Financial PlanningWealth ManagementRetirement PlanningIRAs401(k)sEducation PlanningInvestment AccountsAnnuitiesRetirement Distribution StrategiesMutual FundsLife InsuranceEstate Strategies

Minneapolis, Mn, Us

o Expanded the market by attracting high-quality, diverse talent into financial professional roles, seeking new market opportunities.o Executed all aspects of a holistic fee-based financial practice and managed the consultative sales process, including lead generation, pipeline management, negotiation, and closing.o Led and inspired new financial professionals to maximize their personal growth and professional development through continuous coaching and inclusion in opportunities.o Achieved the highest accepted offer to score qualifier ratio in the RFO361 Region in 2020.o Secured 8 accepted offers by high-quality and diverse new financial professionals in 2020.o Ensured new financial professionals were equipped with the necessary tools, resources, and knowledge for success.o Ranked #2 in the enterprise for average Prospect Connects and #5 for average Appointments during the 2020 competition for new financial professionals.o Conducted and managed joint field work meetings with new financial professionals, ensuring near 100% coverage for each meeting in their first 6 months.

Minneapolis, Mn, Us

Milwaukee, Wi, Us

o Managed over $100,000,000 in investable assetso Financial Planningo Retirement Planningo Wealth Management o IRA'so 401(k)s o Education Planning o Investment Accounts o Annuities o Retirement Distribution Strategies o Mutual Funds o Life Insurance o Estate Planning o Financial Advisor Our mission is to provide the best financial advice and service to our clients and be the best place to work for our associates. We have been named on FORTUNE magazine's "100 Best Companies to Work For" for 16 consecutive years. To learn more about Baird and how we can help you realize your hopes and dreams through financial planning just let me know!To accomplish your goals, everything will be centered around comprehensive financial planning where we gain the clearest picture of where you currently are, help you crystallize your goals for your family & financial future, and then customize a plan that meets those goals. Having a plan helps to relieve the anxiety. And, when we're talking about your financial future, is there anything more important?

o Managed marketing and messaging activities, pricing, sales, and product development.o Successfully raised $600,000 in early-stage financing.o Negotiated contracts and agreements with suppliers.o Oversaw business operations and exceeded adoption targets during end-user launch phases.o Arranged appointments and presented to key decision makers, venture capitalists, and Angel Networks across Wisconsin, Illinois, and Minnesota.

o Defeated primary opponent with 53% of the vote.o Achieved results 3%-5% better than statewide same-party candidates in the district.o Secured the highest total against a six-term incumbent since the 2000 redistricting.o Fundraised to support campaign efforts.o Established ongoing relationships with major business leaders and government officials.o Delivered over 180 speeches in professional forums across Wisconsin.o Conducted on-the-record TV, radio, and newspaper interviews throughout Wisconsin.

o Conceptualized and implemented advertising campaign, growing sales 30% year-over-year.o Developed best practices to facilitate growth and quality control for residential and corporate clients.

o Developed and implemented sales and marketing strategies for companies with 100+ employees across the U.S.o Collaborated with teams on the conversion and implementation of HRIS applications in large corporate environments.

Bachelor'S Degree, Business Administration And Management, General

Leadership Certificate, Political Science And Campaigns

Product Knowledge, Property And Liability Insurance