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).

Current Firm Details
2434 Superior Drive Nw, Suite 101, Rochester, MN 55901
By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $208,662
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, IL, MN, NC, TX

Financial Advisors at Strategic Asset Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
David Darner, financial advisor Iowa City IA
David L. Darner
CRD#: 1053765
2346 Mormon Trek Blvd, Suite 2700, Iowa City, IA 52246

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.

2
Wade Johnson, financial advisor Iowa City IA
Wade M. Johnson
CRD#: 4292446
2346 Mormon Trek Blvd, Suite 2700, Iowa City, IA 52246

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.

3
Susan Mims, financial advisor Rochester MN
Susan M. Mims
CRD#: 4202677
2434 Superior Drive Nw, Suite 101, Rochester, MN 55901

Susan Mims (CRD# 4202677) is an Investment Advisor Representative working at Strategic Asset Management LLC in Rochester, MN and has over 23 years of experience in the finance industry.

4
David Willeumier, financial advisor East Dundee IL
David J. Willeumier
CRD#: 4782886
206 North River Street, Ste 2b, East Dundee, IL 60118

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.

5
Monica Mims, financial advisor Iowa City IA
Monica R. Mims
CRD#: 7048561
2346 Mormon Trek Blvd, Suite 2700, Iowa City, IA 52246

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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