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).

By the Numbers
  • Total Assets Under Management
    3,036
    MILLION
  • Total Number of Accounts
    4,459
    ACCOUNTS
  • Average Account Value
    $680,909
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Strategic Wealth Partners
Showing 1 - 10 of 22 top financial advisors.
1
Ashley E. Bebeau
CRD#: 4913081
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

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.

2
Benjamin J. Bremen
CRD#: 6156327
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

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.

3
Thomas L. Buhrmann
CRD#: 6169245
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

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.

4
Andrew D. Cohn
CRD#: 6281360
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

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.

5
David J. Copeland
CRD#: 1011917
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

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.

6
Andrew T. Denenberg
CRD#: 5894595
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

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.

7
Kathleen A. Dougherty-Klein
CRD#: 2018508
One Park Plaza, 11270 W. Park Place, Suite 950, Milwaukee, WI 53224

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.

8
Michael S. Karmin
CRD#: 6060840
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

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.

9
Marcie P. Nach
CRD#: 6005665
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

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.

10
Adam J. Price
CRD#: 6782035
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

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.

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