Broeske Asset Management, LLC

Wisconsin

Registered In

12/13/2002

Incorp. Date

Company Summary

Broeske Asset Management, LLC in Wisconsin lists Patrick M. Broeske of Fond Du Lac, WI.

Patrick M. Broeske Registered Agent

1080 S MAIN ST, FOND DU LAC, WI 54935

Form 5500

1080 S. Main Street, Fond Du Lac, Wi 54935 (920) 923-9740 EIN:71-0917861 Plan Admin:Pat Broeske

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameLAKESIDE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$1,897,602 / $2,172,111	2023	LAKESIDE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	4 / 3	$1,897,602 / $2,172,111
2022	Plan NameLAKESIDE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,217,375 / $1,897,602	2022	LAKESIDE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	4 / 4	$2,217,375 / $1,897,602
2021	Plan NameLAKESIDE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,824,275 / $2,217,375	2021	LAKESIDE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	4 / 4	$1,824,275 / $2,217,375
2020	Plan NameLAKESIDE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,441,452 / $1,824,275	2020	LAKESIDE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	4 / 4	$1,441,452 / $1,824,275
2019	Plan NameLAKESIDE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,076,273 / $1,441,452	2019	LAKESIDE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	4 / 4	$1,076,273 / $1,441,452

Benefit & Retirement Plans based on Form 5500.

Person/City Match:Patrick M Broeske - Fond Du Lac, WI

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The following government agencies have contributed data:

Wisconsin Department of Financial Institutions U.S. Department of Labor

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