Strategic Asset Management, LLC

Strategic Asset Management, LLC (CRD# 115893) is a financial advisory firm headquartered in Belleville, KS. They manage $29,984,845 in 302 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $99,288
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO, NE

Financial Advisors at Strategic Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Charles A. Zimmerman
CRD#: 4459905
1515 East 6th Street, Concordia, KS 66901
96
Wealthminder
score

Charles Zimmerman (CRD# 4459905) is an Investment Advisor Representative working at Strategic Asset Management, LLC in Concordia, KS and has over 12 years of experience in the finance industry. Charles Zimmerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer L. Eichinger
CRD#: 4554332
1903 N Street, Belleville, KS 66935
93
Wealthminder
score

Jennifer Eichinger (CRD# 4554332) is an Investment Advisor Representative working at Strategic Asset Management, LLC in Belleville, KS and has over 15 years of experience in the finance industry.

3
Timothy E. Gottschalk
CRD#: 3121971
115 S 18th Street, Suite 210, Parsons, KS 67357
93
Wealthminder
score

Timothy Gottschalk (CRD# 3121971) is an Investment Advisor Representative working at Strategic Asset Management, LLC in Parsons, KS and has over 18 years of experience in the finance industry.

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