Strategic Edge Wealth Management, LLC
Strategic Edge Wealth Management, LLC (CRD# 254787) is a financial advisory firm headquartered in Rosemont, IL. They manage $59,381,748 in 176 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management59MILLION
Total Number of Accounts176ACCOUNTS
Average Account Value$337,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, IN, TX
Debbie Bogaert (CRD# 6620269) is an Investment Advisor Representative working at Strategic Edge Wealth Management, LLC in Rosemont, IL and has 1 year of experience in the finance industry.
Srbo Radisavljevic (CRD# 2806101) is an Investment Advisor Representative working at Strategic Edge Wealth Management, LLC in Rosemont, IL and has over 19 years of experience in the finance industry. Srbo Radisavljevic 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.