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Our financial advice team


Adam Broich

Adam Broich

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Endgame Financial Group
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Family Finances
  • Charitable Giving
  • Investment Management
  • Insurance
  • Estate Planning Strategies

Interests

My wife, Abbie, and I were born and raised in Rochester, MN and were lucky enough to find our careers here after college. We spend most of our time raising our daughter, Navy, and catching up with family and friends. I enjoy coaching and playing hockey and golf regularly in our community as well as fishing, hunting, and camping when I can.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Minnesota Life, Accident & Health Insurance License

Education

  • Bachelor of Business Administration in Finance, 2012, University of Minnesota Duluth
  • Bachelor of Accounting, 2012, University of Minnesota Duluth
  • Financial Planning Minor, 2012, University of Minnesota Duluth
Newsletter

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Community participation

  • Assistant Coach - Boys Hockey at Rochester Century High School