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.

Jonathan Horick is a CFA® charterholder with 11 years of industry experience. He is currently with Strategic Asset Management LLC and has prior experience at Stevens Foster Financial Advisors and NBW Insurance Group. Horick serves as a board member and treasurer of the Southside Family Nurturing Center, a nonprofit organization. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a team of ten advisors and utilizes a combination of fundamental, quantitative, and technical analysis to manage approximately $218 million in discretionary assets with an emphasis on long-term strategies.

Nathan Lovik is a CFP® with 14 years of industry experience and is currently with Strategic Asset Management LLC. His prior work includes roles at First Citizens Bank, PEAK Brokerage Services, and Star Capital Inc. He co-founded Simon Says Shoes, a nonprofit organization that raises funds to provide shoes for students in need. Strategic Asset Management LLC is a ten-advisor firm serving individuals, retirement plans, trusts, and business entities, managing approximately $218 million in discretionary assets. The firm employs a combination of fundamental, quantitative, and technical analysis, focusing on long-term strategies while adapting shorter-term tactics as needed.

Susan Mims is a CFP® professional with 26 years of experience in financial advising. She is currently with Strategic Asset Management LLC and has previously worked with United Planners Financial Services and RDA Financial Network. Outside of her advisory work, she is involved with the Iowa City Community Theater and serves on the board of Christian Retirement Services. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm operates as a ten-advisor team, managing approximately $218 million in discretionary assets with a focus on combining fundamental, quantitative, and technical analysis to support mostly long-term investment strategies.

John Shockey is a financial advisor at Strategic Asset Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Cetera, and Independent Solutions Wealth Management. Outside of his advisory role, he is a part owner of a producing oil well in Austin, Texas. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities, managing approximately $218 million in discretionary assets through a ten-advisor team. The firm combines fundamental, quantitative, and technical analysis in its investment approach, emphasizing long-term strategies with shorter-term tactics as market conditions warrant.

David Willeumier is a financial advisor at Strategic Asset Management LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Dempsey Lord Smith, LLC and RDA Financial Network, Inc. Willeumier is also involved with Junior Achievement. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm’s investment approach integrates fundamental, quantitative, and technical analysis, focusing on long-term strategies supplemented by shorter-term tactics as needed.

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.

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.

Kristen Mueller is a financial advisor at Strategic Asset Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at firms including Solidity Financial LLC and Securus Wealth Management DBA GPS Wealth Management. Outside of her advisory role, she is the founder and CEO of Birch River Financial Services, LLC, which provides fractional back-office operations and compliance consulting for independent registered investment advisers, and she is also licensed as an insurance broker. Strategic Asset Management LLC is a ten-advisor firm that provides 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 a focus on long-term strategies and discretionary management, supported by a multi-office presence and dual-licensed advisors.