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).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $337,396
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
  • Pension consulting services
  • Other
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.

IL, IN, TX

Financial Advisors at Strategic Edge Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Debbie E. Bogaert
CRD#: 6620269
10700 W. Higgins Rd., Suite 320, Rosemont, IL 60018
87
Wealthminder
score

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.

2
Srbo N. Radisavljevic
CRD#: 2806101
10700 W. Higgins Rd., Suite 320, Rosemont, IL 60018
86
Wealthminder
score

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.

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