Strategic Wealth Partners
Strategic Wealth Partners (CRD# 174052) is a financial advisory firm headquartered in Deerfield, IL. They manage $3,036,174,056 in 4,459 accounts and serve the financial needs of clients across 28 states (or territories).
-
Total Assets Under Management3,036MILLION
-
Total Number of Accounts4,459ACCOUNTS
-
Average Account Value$680,909
- 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)
- Other
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WI
Ashley Bebeau (CRD# 4913081) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 15 years of experience in the finance industry.
Benjamin Bremen (CRD# 6156327) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 11 years of experience in the finance industry.
Thomas Buhrmann (CRD# 6169245) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 11 years of experience in the finance industry.
Andrew Cohn (CRD# 6281360) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 9 years of experience in the finance industry.
David Copeland (CRD# 1011917) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 42 years of experience in the finance industry.
Andrew Denenberg (CRD# 5894595) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 12 years of experience in the finance industry.
Kathleen Dougherty-Klein (CRD# 2018508) is an Investment Advisor Representative working at Strategic Wealth Partners in Milwaukee, WI and has over 34 years of experience in the finance industry.
Michael Karmin (CRD# 6060840) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has 1 year of experience in the finance industry.
Marcie Nach (CRD# 6005665) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 12 years of experience in the finance industry.
Adam Price (CRD# 6782035) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has 1 year of experience in the finance industry.