Strategic Wealth Investment Group, LLC
Strategic Wealth Investment Group, LLC (CRD# 165474) is a financial advisory firm headquartered in Louisville, KY. They manage $900,767,493 in 22,963 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management901MILLION
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Total Number of Accounts22,963ACCOUNTS
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Average Account Value$39,227
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AR, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
Cameron Wisley (CRD# 6878987) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Indianapolis, IN and has over 5 years of experience in the finance industry.
Erik Bosman (CRD# 7337389) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 3 years of experience in the finance industry.
Ashlie Dague (CRD# 7681678) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has 1 year of experience in the finance industry.
Bradley Gaines (CRD# 7476243) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 2 years of experience in the finance industry.
Jon Jarboe (CRD# 5094208) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 4 years of experience in the finance industry.
James Jones (CRD# 2728817) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 28 years of experience in the finance industry.
Scott Pilvinis (CRD# 6972608) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 5 years of experience in the finance industry.
Louis Porter (CRD# 6981963) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Nicholas Tolerton (CRD# 7236699) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 4 years of experience in the finance industry.
Thomas Treshock (CRD# 7155610) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.