Iowa City, IA Mormon Trek Blvd Office
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Strategic Asset Management LLC
Team
Firm-wide stats for Strategic Asset Management LLC
About
Strategic Asset Management LLC provides portfolio management and financial planning to individuals (including high‑net‑worth clients), retirement plans, trusts, and business entities. The firm operates a ten‑advisor team and manages roughly $218 million in discretionary assets, and it offers ongoing monitoring and client reporting consistent with typical team advisory practices.
The firm’s investment process combines fundamental, quantitative and technical analysis and generally emphasizes long‑term strategies while using shorter‑term tactics as market conditions warrant; SAM typically manages accounts on a discretionary basis and may engage independent third‑party money managers for some accounts. SAM uses Orion for data reconciliation and performance reporting and requires clients to custody assets at its selected custodians, with quarterly reporting and periodic account reviews.
What is distinctive about SAM relative to many peers is its multi‑office footprint — the brochure discloses five offices — and that some investment adviser representatives also act as registered representatives and licensed insurance agents. Those dual roles mean advisors may recommend and receive commissions or 12b‑1 trail fees from insurance and brokerage products and the firm also discloses affiliated tax‑service referrals and use of institutional services from its primary custodian.
Based on Strategic Asset Management LLC
Expertise
Based on Strategic Asset Management LLC
Location
2346 Mormon Trek Blvd, Suite 2700
Iowa City IA 52246
Advisors at this office
3
Advisors at this office
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.
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.
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.
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