Scott Quentin Brodeen

Employer firm

Cl Wealth Management LLC CRD 134922

$734M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → Present
  Paul A Knier Inc.
  Big Lake, MN
• 06/2013 → Present
  Cabot Lodge Securities
  New York, NY
• 01/2022 → Present
  Melaleuca
  St. Cloud, MN
• 01/2016 → 09/2023
  Freester.cOm
  Big Lake, MN

Other Businesses

1) PAUL A. KNIER, INC./INVESTMENT RELATED/ 111 OAK CIRCLE, BIG LAKE, MN/ SINCE 2008/ OFFICE MANAGER/ DEVOTES 40 HOURS PER WEEK/ 100% DURING TRADING HOURS. SALES SUPPORT, CUSTOMER SERVICE, ADMINISTRATIVE AND CLERICAL. 2) Melaleuca (The Switch Team [PatriotSwitch/SwitchAway]), non investment related, St. Cloud, Min, Director 2, 1/2022, 20 hours per week, zero hours during trading hours, call friends/family/leads and tell them about our store and see if they want to try it. Leads come in from nation wide campaigns.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-21
• S63 Uniform Securities Agent State Law Examination
  2002-09-13

Other Names

• Scott Q. Brodeen
• Scott Q. Brodeen