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Scott B

Series 63, Series 66

Big Lake, MN

CL Wealth Management LLC

Scott Brodeen is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Melaleuca since 2022, Freester.com from 2016 to 2023, Cabot Lodge Securities since 2013, and Paul A. Knier Inc. since 2008, where he also serves as an office manager. Outside of his advisory roles, Brodeen is a director at Melaleuca, engaging in non-investment related activities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and client education, using tailored investment strategies that combine fundamental and technical analysis with custom model portfolios and periodic monitoring.

Options & derivatives strategies Tax-loss harvesting Wealth management
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