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Chad L

Series 63, Series 66

Eden Prairie, MN

Strategic Wealth Group

Chad Lea is a financial advisor at Strategic Wealth Group with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Strategic Wealth Group, Running Management Group, and LPL Financial since 2019. Prior to that, he worked at FBL Marketing Services for several years. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm employs fundamental and technical analysis to develop client strategies, utilizes sub-advisors and third-party platforms, and manages over $1.5 billion in discretionary assets.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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George M

Series 63, Series 66

Eden Prairie, MN

Strategic Wealth Group

George Mulwee is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Strategic Wealth Group and LPL Financial since 2017, and previously worked at Cetera Advisors from 2014 to 2017. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and uses fundamental and technical analysis alongside third-party manager programs to build and monitor client strategies.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Benjamin P

Series 66

Eden Prairie, MN

Strategic Wealth Group

Benjamin Prchal is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 66 credential and five years of industry experience. Before joining Strategic Wealth Group and LPL Financial in 2025, he worked at Thrivent Investment Management and Thrivent Financial from 2021 to 2025 and has experience as a sole proprietor. He also worked for the City of Lake Elmo and Cedar Corporation earlier in his career. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide investment strategies and manages $1.54 billion in discretionary assets as of December 31, 2025.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Christopher H

Series 63

Eden Prairie, MN

Strategic Wealth Group

Christopher Hamilton is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 63 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC, Massachusetts Mutual Life Insurance Company, and MSI Financial Services, Inc. He also operates several business entities related to investment and insurance services. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and uses fundamental and technical analysis to guide asset allocation and investment selection, offering both fiduciary advice and non-discretionary control options.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Matthew M

Series 66

Eden Prairie, MN

Strategic Wealth Group

Matthew Merrick is a financial advisor at Strategic Wealth Group in Eden Prairie, MN, with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management Inc. for 10 years. Outside of his advisory role, Merrick operates an insurance sales business as a sole proprietor. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs a client strategy approach that includes fundamental and technical analysis, use of model management, and hiring sub-advisors, while integrating broker-dealer and insurance activities.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Mark M

CFP®, Series 63

Eden Prairie, MN

Strategic Wealth Group

Mark Magnuson is a CFP® certificant with 43 years of industry experience. He is currently with Strategic Wealth Group and has held roles at VPWM Advisors, LPL Financial, Jonathan Hind Financial Group, and The Prideaux Group. Magnuson is involved in fundraising activities for Charis of Minnesota. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, and trusts. The firm uses fundamental and technical analysis for asset allocation and investment selection, manages $1.54 billion in discretionary assets, and employs a combination of direct management and third-party managers.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Paul B

Series 66

Eden Prairie, MN

Strategic Wealth Group

Paul Burmeister is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 66 designation and 22 years of industry experience. He has worked with Strategic Wealth Group and LPL Financial since 2016 and serves as a board member of the Conquering King Fellowship, a nonprofit organization. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs a combination of fundamental and technical analysis, third-party manager programs, and model management to build and monitor client strategies.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Tyler H

CFP®, Series 63

Eden Prairie, MN

Strategic Wealth Group

Tyler Hirth is a CFP® professional with 19 years of industry experience, currently serving at Strategic Wealth Group. He has held various roles in wealth management and tax services since 2007, including operating Running Tax Services, LLC and Running Wealth Management Group MN, Inc. Tyler is also a non-profit board member of NAIFA. Strategic Wealth Group is a team-based advisory firm providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and integrates fundamental and technical analysis with outside manager programs and brokerage services.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Robert L

CFP®, Series 63, Series 65

Eden Prairie, MN

Strategic Wealth Group

Robert Landgraf is a CFP® professional affiliated with Strategic Wealth Group, bringing 19 years of industry experience. He has held roles at Strategic Wealth Group since 2022 and previously worked at RSM US Wealth Management LLC from 2016 to 2022. Landgraf serves on the board of the Lourdes Foundation, a nonprofit organization based in Rochester, MN. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, trusts, and retirement plans. The firm manages over $1.5 billion in discretionary assets and employs a process that includes both fundamental and technical analysis, with regular account reviews and use of third-party managers.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Nicholas D

Series 63, Series 65

Eden Prairie, MN

Strategic Wealth Group

Nicholas Davidson is a financial advisor at Strategic Wealth Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities for eight years. Outside of his advisory role, Davidson is involved in coaching and player development for youth hockey programs, including roles with Dodge County Youth Hockey and USA Hockey. Strategic Wealth Group provides portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and utilizes a combination of fundamental and technical analysis, third-party manager programs, and quarterly account reviews to develop client strategies.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Amanda B

CFP®, Series 66

Eden Prairie, MN

Strategic Wealth Group

Amanda Berry is a CFP® professional with 13 years of industry experience currently affiliated with Strategic Wealth Group in Eden Prairie, MN. Her work history includes roles at LPL Financial and operating as a sole proprietor. In addition to her financial advisory responsibilities, she provides tax preparation and accounting services. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, trusts, and retirement plans. The firm manages $1.54 billion in discretionary assets and utilizes both fundamental and technical analysis to develop client investment strategies.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Michael T

CFP®, Series 66

Eden Prairie, MN

Strategic Wealth Group

Michael Trudeau is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently affiliated with Strategic Wealth Group in Eden Prairie, MN, where he serves as part of a 23-advisor team. Trudeau’s prior experience includes roles at Thrivent Investment Management Inc. and managing his own advisory practice. He is also a board member of SMW Federal Credit Union, a nonprofit organization. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to develop client strategies and manages $1.54 billion in discretionary assets as of December 31, 2025.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Nathan R

CFP®, Series 63, Series 65

Eden Prairie, MN

Strategic Wealth Group

Nathan Richter is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Strategic Wealth Group and has held roles at LeaderOne Financial, LPL Financial, and Great Valley Advisor Group, among others. Richter also operates as a sole proprietor and has been involved in selling fixed life insurance, disability, long-term care, and fixed annuities through various business activities. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide asset allocation and investment selection, manages $1.54 billion in discretionary assets, and offers both ongoing fiduciary advice and options for clients to retain non-discretionary control.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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John L

CFP®, Series 63

Eden Prairie, MN

Strategic Wealth Group

John Lindberg is a CFP® with 19 years of industry experience, currently serving with Strategic Wealth Group. His prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. Lindberg serves on the board of the Summit Terrace Condominium Association, a nonprofit organization. Strategic Wealth Group is a team-based advisory firm managing $1.54 billion in discretionary assets as of December 31, 2025. The firm provides portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities, utilizing both fundamental and technical analysis and a range of third-party management solutions.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Charles H

CFP®, Series 66

Eden Prairie, MN

Strategic Wealth Group

Charles Hutchinson is a CFP® professional with four years of experience in financial advisory. He currently works at Strategic Wealth Group and has prior experience at Fidelity Personal and Workplace Advisors and Wells Fargo. Outside of his advisory role, he coaches sports and fitness activities in Peter, MN. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide investment decisions and offers both ongoing fiduciary advice and options for client control, managing $1.54 billion in discretionary assets as of December 31, 2025.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Daniel S

Series 63, Series 65

Eden Prairie, MN

Strategic Wealth Group

Daniel Sigurdson is a financial advisor at Strategic Wealth Group with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 1996. Sigurdson is also involved as a volunteer committee member for the Minnetonka School District. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets as of December 31, 2025, employing fundamental and technical analysis to build client strategies and offering both fiduciary advice and options for non-discretionary control.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Nathaniel R

CFP®, Series 63, Series 66

Eden Prairie, MN

Strategic Wealth Group

Nathaniel Running is a CFP® professional with 28 years of experience, currently serving at Strategic Wealth Group. He has worked with Strategic Wealth Group Registered Investment Advisor, LLC and LPL Financial since 2016 and also owns Running Tax Service, LLC. Outside of financial advising, he is a minority investor in Fish Daddy Outdoors, LLC, a manufacturing business in Excelsior, MN. Strategic Wealth Group manages over $1.5 billion in discretionary assets and offers portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide asset allocation and investment selection, providing both discretionary and non-discretionary options tailored to client needs.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Tyler K

CFP®, Series 66

Eden Prairie, MN

Strategic Wealth Group

Tyler Kuske is a CFP® with 11 years of industry experience, currently affiliated with Strategic Wealth Group in Eden Prairie, MN. He has held roles at Edward Jones and LPL Financial and operates Kuske Consulting LLC. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis, sub-advisors, and third-party manager programs to develop and manage client strategies.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Jack G

CFP®, Series 66

Eden Prairie, MN

Strategic Wealth Group

Jack Garrison is a CFP® professional with four years of industry experience, currently serving as an advisor at Strategic Wealth Group. His background includes roles at The Advisory Realty Group and ongoing employment with Kwik Trip. He also works as an assistant coach at Chanhassen High School. Strategic Wealth Group serves individuals, retirement plans, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services. The firm integrates fundamental and technical analysis in its investment approach and manages over $1.5 billion in discretionary assets.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Jared L

CFP®, Series 66

Eden Prairie, MN

Strategic Wealth Group

Jared Lea is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding CFP® and Series 66 credentials and nine years of industry experience. He has been associated with both Strategic Wealth Group Registered Investment Advisors, LLC and LPL Financial LLC over the past decade. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm employs fundamental and technical analysis to develop client strategies, offers fiduciary advice, and integrates broker-dealer and insurance activities within its operations.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Jonathan R

Series 66

Eden Prairie, MN

Strategic Wealth Group

Jonathan Rienstra is a financial advisor with Strategic Wealth Group in Eden Prairie, MN. He holds a Series 66 designation and has 16 years of industry experience. He has served at Strategic Wealth Group and LPL Financial since 2016 and has operated as a sole proprietor since 2009. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to develop client strategies, employs third-party managers, and offers both fiduciary and non-discretionary retirement account advice, managing $1.54 billion in discretionary assets as of December 31, 2025.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Matthew P

Series 63

Eden Prairie, MN

Strategic Wealth Group

Matthew Peterson is a financial advisor with Strategic Wealth Group, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at GREAT VALLEY ADVISOR GROUP, Salt Property & Casualty, and LPL Financial. In addition to his advisory work, he operates as a sole proprietor and has involvement in fixed life and disability insurance representation. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm employs both fundamental and technical analysis in its investment approach and manages over $1.5 billion in discretionary assets without imposing account minimums.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Benjamin O

CFP®, Series 66

Eden Prairie, MN

Strategic Wealth Group

Benjamin Ollila is a CFP® with 17 years of industry experience, currently serving as an advisor at Strategic Wealth Group. His prior roles include positions at Thrivent Investment Management and LPL Financial. He is also involved with the Edgewater Team, LLC, an entity he has been associated with since 2011. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs both fundamental and technical analysis to develop client strategies, offering fiduciary advice alongside options for non-discretionary control.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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