A complete list of active advisors currently associated with Strategic Finance & Management, LLC

Warmer can help you find a great advisor at Strategic Finance & Management, LLC or one who fits your needs even better.

Strategic Finance & Management, LLC is a state-registered independent investment adviser that serves individual investors and a range of institutional clients, including banks, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management (both discretionary and non‑discretionary), financial planning, consulting, estate management, and periodic seminars and workshops. Advisory services are personalized through client interviews and risk‑tolerance questionnaires, with portfolio construction driven by asset allocation and individual security selection using fundamental, technical and cyclical analysis; accounts are generally reviewed at least quarterly. The firm may recommend third‑party advisers and uses custodial platforms (including SEI Private Trust Company) for account custody and reporting, and provides both ongoing monitoring and standalone consulting engagements. Noteworthy features include the firm’s affiliation with insurance activities: the brochure discloses that some associated persons are licensed life, health, and disability insurance agents and may receive compensation for placing insurance products, alongside advising institutional accounts — a combination that is less common among solo independent advisers. The firm also runs educational seminars for clients and prospects, can utilize a trust custodian that may serve as a corporate trustee, and manages roughly $7 million split between discretionary and non‑discretionary accounts.

To learn more about the advisors currently working at Strategic Finance & Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Langguth	Prior Lake, MN	12

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