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Wade J

Series 66

Iowa City, IA

Strategic Asset Management LLC

Wade Johnson is a financial advisor at Strategic Asset Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Star Capital Inc., Northwest Bank and Trust, and RDA Financial Network. Johnson also operates as an independent insurance agent in Iowa City. Strategic Asset Management LLC serves individuals, retirement plans, trusts, and business entities through portfolio management and financial planning. The firm employs a team-based approach with a multi-office presence, combining fundamental, quantitative, and technical analysis to manage approximately $218 million in discretionary assets.

Annuities Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Monica M

Series 65

Iowa City, IA

Strategic Asset Management LLC

Monica Mims is a financial advisor at Strategic Asset Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Strategic Asset Management since 2021. Monica is also involved as a volunteer assistant cross country and track coach for the Iowa City Community School District. Strategic Asset Management LLC is a ten-advisor team providing portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis with an emphasis on long-term strategies, managing approximately $218 million in discretionary assets.

Annuities Wealth management General retirement planning College savings (529s, UTMA, etc.)
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David D

Series 63

Iowa City, IA

Strategic Asset Management LLC

David Darner is a financial advisor at Strategic Asset Management LLC with 44 years of industry experience. He holds a Series 63 designation and has worked at several firms, including United Planners Financial Services and RDA Financial Network. Outside of his advisory work, he serves as treasurer for the Chamber Singers of Iowa City, a community choir. Strategic Asset Management LLC manages approximately $218 million in discretionary assets for individuals, retirement plans, trusts, and business entities. The firm uses a combination of fundamental, quantitative, and technical analysis, emphasizing long-term strategies while adapting to market conditions.

Annuities Wealth management General retirement planning College savings (529s, UTMA, etc.)
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