Strategic Wealth Management, LLC
Strategic Wealth Management, LLC (CRD# 123321) is a financial advisory firm headquartered in Peoria, IL. They manage $72,178,000 in 430 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management72MILLION
Total Number of Accounts430ACCOUNTS
Average Account Value$167,856
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Alan Lee (CRD# 2723566) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Peoria, IL and has over 21 years of experience in the finance industry. Alan Lee 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.