Strategic Benefit Solutions, Inc.

Strategic Benefit Solutions, Inc. (CRD# 147666) is a financial advisory firm headquartered in , . They manage $8,550,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $777,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

WI

Financial Advisors at Strategic Benefit Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Chris W. Meyer
CRD#: 1110477
Appleton, WI
84
Wealthminder
score

Chris Meyer (CRD# 1110477) is an Investment Advisor Representative working at Strategic Benefit Solutions, Inc. in Appleton, WI and has over 33 years of experience in the finance industry.

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