Strategic Portfolio Advisors

Strategic Portfolio Advisors (CRD# 132825) is a financial advisory firm headquartered in Las Vegas, NV. They manage $66,904,328 in 271 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $246,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

NV

Financial Advisors at Strategic Portfolio Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Rebecca A. Buckley
CRD#: 1015137
10161 Park Run Drive, Suite 150, Las Vegas, NV 89145
96
Wealthminder
score

Rebecca Buckley (CRD# 1015137) is an Investment Advisor Representative working at Strategic Portfolio Advisors in Las Vegas, NV and has over 35 years of experience in the finance industry. Rebecca Buckley 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.

2
Jim R. Raatz
CRD#: 725108
10161 Park Run Drive, Suite 150, Las Vegas, NV 89145
93
Wealthminder
score

Jim Raatz (CRD# 725108) is an Investment Advisor Representative working at Strategic Portfolio Advisors in Las Vegas, NV and has over 35 years of experience in the finance industry.

3
Donald J. Raatz
CRD#: 1058325
10161 Park Run Drive, Suite 150, Las Vegas, NV 89145
83
Wealthminder
score

Donald Raatz (CRD# 1058325) is an Investment Advisor Representative working at Strategic Portfolio Advisors in Las Vegas, NV and has over 35 years of experience in the finance industry.

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