Strategic Wealth Partners

Strategic Wealth Partners (CRD# 174052) is a financial advisory firm headquartered in Deerfield, IL. They manage $2,071,428,146 in 3,583 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,071
    MILLION
  • Total Number of Accounts
    3,583
    ACCOUNTS
  • Average Account Value
    $578,127
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, CA, CO, DC, FL, IA, IL, IN, LA, MI, MO, NH, NV, NY, PA, TX, WI

Financial Advisors at Strategic Wealth Partners
Showing 1 - 10 of 19 top financial advisors.
1
Thomas M. Adair
CRD#: 2030997
Chicago, IL
96
Wealthminder
score

Thomas Adair (CRD# 2030997) is an Investment Advisor Representative working at Strategic Wealth Partners in Chicago, IL and has over 28 years of experience in the finance industry. Thomas Adair 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
Ashley E. Bebeau
CRD#: 4913081
520 Lake Cook Road, Suite 270, Deerfield, IL 60015
96
Wealthminder
score

Ashley Bebeau (CRD# 4913081) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 9 years of experience in the finance industry. Ashley Bebeau 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.

3
Andrew T. Denenberg
CRD#: 5894595
520 Lake Cook Road, Suite 270, Deerfield, IL 60015
96
Wealthminder
score

Andrew Denenberg (CRD# 5894595) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 7 years of experience in the finance industry. Andrew Denenberg 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.

4
Kathleen A. Dougherty-Klein
CRD#: 2018508
One Park Plaza, 11270 W. Park Place, Suite 950, Milwaukee, WI 53224
96
Wealthminder
score

Kathleen Dougherty-Klein (CRD# 2018508) is an Investment Advisor Representative working at Strategic Wealth Partners in Milwaukee, WI and has over 28 years of experience in the finance industry. Kathleen Dougherty-Klein 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.

5
Jill A. Kaz
CRD#: 5770185
520 Lake Cook Road, Suite 270, Deerfield, IL 60015
96
Wealthminder
score

Jill Kaz (CRD# 5770185) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 7 years of experience in the finance industry. Jill Kaz 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.

6
Marcie P. Nach
CRD#: 6005665
520 Lake Cook Road, Suite 270, Deerfield, IL 60015
96
Wealthminder
score

Marcie Nach (CRD# 6005665) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 6 years of experience in the finance industry. Marcie Nach 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.

7
William M. Perry
CRD#: 360760
One Park Plaza, 11270 W. Park Place, Suite 950, Milwaukee, WI 53224
96
Wealthminder
score

William Perry (CRD# 360760) is an Investment Advisor Representative working at Strategic Wealth Partners in Milwaukee, WI and has over 34 years of experience in the finance industry. William Perry 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.

8
Neal H. Price
CRD#: 2119194
520 Lake Cook Road, Suite 270, Deerfield, IL 60015
96
Wealthminder
score

Neal Price (CRD# 2119194) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 26 years of experience in the finance industry. Neal Price 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.

9
Thomas L. Buhrmann
CRD#: 6169245
520 Lake Cook Road, Suite 270, Deerfield, IL 60015
93
Wealthminder
score

Thomas Buhrmann (CRD# 6169245) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 5 years of experience in the finance industry.

10
David J. Copeland
CRD#: 1011917
520 Lake Cook Road, Suite 270, Deerfield, IL 60015
93
Wealthminder
score

David Copeland (CRD# 1011917) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 36 years of experience in the finance industry.

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