Strategic Investment Advisors, LLC

Strategic Investment Advisors, LLC (CRD# 135448) is a financial advisory firm headquartered in Sylvania, OH. They manage $190,699,402 in 827 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    827
    ACCOUNTS
  • Average Account Value
    $230,592
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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.

FL, IN, MI, OH, TX

Financial Advisors at Strategic Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark A. Klopfenstein
CRD#: 2767318
6400 Monroe St., Suite A, Sylvania, OH 43560
93
Wealthminder
score

Mark Klopfenstein (CRD# 2767318) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Sylvania, OH and has over 18 years of experience in the finance industry.

2
Lukas A. Thill
CRD#: 6767113
6400 Monroe St., Suite A, Sylvania, OH 43560
87
Wealthminder
score

Lukas Thill (CRD# 6767113) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Sylvania, OH and has 1 year of experience in the finance industry.

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