Strategic Wealth Management, LLC
Strategic Wealth Management, LLC (CRD# 150765) is a financial advisory firm headquartered in Bend, OR. They manage $16,000,000 in 78 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$205,128
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
David Smith (CRD# 1413109) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bend, OR and has over 23 years of experience in the finance industry. David Smith 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.
Tyler Hibbitts (CRD# 5380123) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bend, OR and has over 7 years of experience in the finance industry.