Samuel John Broback
Investment adviser representative at Cedar Cove Wealth Partners
13 yearsExperience
1 stateRegistered in
$455MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Cedar Cove Wealth PartnersAug 2025 to now
- Thrivent Advisor Network, LLC d/b/a Cedar Cove Wealth PlanningAug 2020 to Sep 2025
- Thrivent Advisor NetworkOct 2019 to Aug 2023
- Thrivent FinancialJun 2018 to Oct 2019
- Sunnyside Presbyterian ChurchDec 2017 to May 2018
- University of Notre DameJul 2017 to Nov 2017
- Mankato Rehabilitation Center IncJun 2017 to Aug 2017
- Saint John's School of TheologyDec 2016 to May 2017
- Saint John's It ServicesAug 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
Cedar Cove Wealth Partners
Legal name: Sbe LLC dba Cedar Cove Wealth Partners
$455MAssets managed
2,036Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6945067
- Firm CRD
- 336245