Strategic Wealth Partners

Strategic Wealth Partners (CRD# 174052) is a financial advisory firm headquartered in Deerfield, IL. They manage $3,483,244,924 in 6,045 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
520 Lake Cook Road, Suite 520, Deerfield, IL 60015
https://www.instagram.com/strategicwealthpartners_swp/
By the Numbers
  • Total Assets Under Management
    3,483
    MILLION
  • Total Number of Accounts
    6,045
    ACCOUNTS
  • Average Account Value
    $576,219
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 21 - 22 of 22 top financial advisors.
21
Michael Garrison, financial advisor Deerfield IL
Michael M. Garrison
CRD#: 5311949
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

Michael Garrison (CRD# 5311949) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has 1 year of experience in the finance industry.

22
Eric Obrien, financial advisor Deerfield IL
Eric R. Obrien
CRD#: 7780220
520 Lake Cook Road, Suite 520, Deerfield, IL 60015

Eric Obrien (CRD# 7780220) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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