Strategic Asset Management LLC
Strategic Asset Management LLC (CRD# 306384) is a financial advisory firm headquartered in Rochester, MN. They manage $118,102,489 in 566 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management118MILLION
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Total Number of Accounts566ACCOUNTS
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Average Account Value$208,662
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, IL, MN, NC, TX
David Darner (CRD# 1053765) is an Investment Advisor Representative working at Strategic Asset Management LLC in Iowa City, IA and has over 39 years of experience in the finance industry.
Wade Johnson (CRD# 4292446) is an Investment Advisor Representative working at Strategic Asset Management LLC in Iowa City, IA and has over 23 years of experience in the finance industry.
Susan Mims (CRD# 4202677) is an Investment Advisor Representative working at Strategic Asset Management LLC in Iowa City, IA and has over 23 years of experience in the finance industry.
David Willeumier (CRD# 4782886) is an Investment Advisor Representative working at Strategic Asset Management LLC in East Dundee, IL and has over 19 years of experience in the finance industry.
Monica Mims (CRD# 7048561) is an Investment Advisor Representative working at Strategic Asset Management LLC in Iowa City, IA and has over 4 years of experience in the finance industry.