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Schad T
Series 65
Visalia, CA
Tenbroeck Wealth Management, LLC
Schad Ten Broeck is the principal of Tenbroeck Wealth Management, LLC, based in Visalia, CA, with seven years of industry experience. He holds a Series 65 credential and has been with his current firm since its inception in 2019. Prior to this, he held a position at TEKSystems and has owned Tenbroeck Insurance Services, an insurance agency, since 2016. Tenbroeck Wealth Management serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs asset allocation and modern portfolio theory with diversified exposures and sponsors a wrap fee program through the Altruist platform.
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