Strategic Wealth Partners

Strategic Wealth Partners (CRD# 174052) is a financial advisory firm headquartered in Deerfield, IL. They manage $1,517,956,951 in 2,679 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,518
    MILLION
  • Total Number of Accounts
    2,679
    ACCOUNTS
  • Average Account Value
    $566,613
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)
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, FL, IL, IN, LA, MI, NH, NV, NY, PA, TX

Financial Advisors at Strategic Wealth Partners
Showing 1 - 10 of 12 top financial advisors.
1
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.

2
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 6 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.

3
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.

4
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.

5
Moira E. Fahey-Ullrich
CRD#: 4993609
520 Lake Cook Road, Suite 270, Deerfield, IL 60015
93
Wealthminder
score

Moira Fahey-Ullrich (CRD# 4993609) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 10 years of experience in the finance industry.

6
Sidney A. Blum
CRD#: 4362628
Las Vegas, NV
90
Wealthminder
score

Sidney Blum (CRD# 4362628) is an Investment Advisor Representative working at Strategic Wealth Partners in Las Vegas, NV and has 1 year of experience in the finance industry. Sidney Blum 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
Thomas L. Buhrmann
CRD#: 6169245
520 Lake Cook Road, Suite 270, Deerfield, IL 60015
90
Wealthminder
score

Thomas Buhrmann (CRD# 6169245) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 4 years of experience in the finance industry.

8
Michael S. Karmin
CRD#: 6060840
520 Lake Cook Road, Suite 270, Deerfield, IL 60015
90
Wealthminder
score

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. Michael Karmin 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
Marcie P. Nach
CRD#: 6005665
520 Lake Cook Road, Suite 270, Deerfield, IL 60015
90
Wealthminder
score

Marcie Nach (CRD# 6005665) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 5 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.

10
Ross A. Neuman
CRD#: 5677060
520 Lake Cook Road, Suite 270, Deerfield, IL 60015
90
Wealthminder
score

Ross Neuman (CRD# 5677060) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.