Strategic Wealth Group logo

Strategic Wealth Group

Updated today

Client AUM

$1,513,998,209

Clients

3,524

Advisors

23

of 23 employees

About

Strategic Wealth Group provides discretionary and non‑discretionary portfolio management, financial planning (full, hourly, and ongoing), ERISA retirement plan advisory (typically as a 3(21) fiduciary), and a wrap fee program for individuals, retirement plans, trusts and other entities. The firm reported $1.54 billion in discretionary assets under management as of December 31, 2025 and does not impose a stated account minimum.

The firm builds client strategies using fundamental and technical analysis to set asset allocation and select investments, documents objectives in investment policy statements, and reviews accounts at least quarterly; it also hires sub‑advisors and uses third‑party manager programs (including LPL/Parametric TAMP options) and a third‑party platform to manage held‑away defined contribution accounts. Strategic Wealth Group offers both ongoing fiduciary advice for retirement accounts and the option for clients to retain non‑discretionary control, and it discloses use of model management, block trading for wrap models, and periodic rebalancing.

What distinguishes the firm from many peers is its integration with broker‑dealer and insurance activities: many associated persons are registered representatives of LPL and some are licensed insurance agents, and firm disclosures note registered‑rep work consumes roughly 75% of certain personnel’s time while producing under 15% of total revenue; the firm also discloses transition payments from LPL and referral fees from third‑party money managers. The brochure further notes a change in ownership in July 2024 and describes arrangements (including potential referral and sub‑advisor fees and custodial/TAMP fee overlays) that the firm discloses and manages as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive Self-Employed

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Fee options

Fixed

Full Financial Plan fees $2,500 to $25,000; Ongoing Financial Planning up to $25,000 annually

Percentage

$0 - $500,000: 2.0% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.5% $2,000,001 - $5,000,000: 1.25% $5,000,001+: 1.0%

Commissions

Investment Advisor Representatives may receive external commissions as registered representatives of LPL Financial LLC; less than 15% of total revenue from commissions

Project-based

$500 per hour for Hourly Consultation Services

Other

Fee-only: Full Financial Plan fixed fee $2,500 to $25,000; Hourly Consultation $500/hour; Ongoing Financial Planning flat fee up to $25,000/year

Main office

7820 Terrey Pine Ct, #200

Eden Prairie MN 55347

Advisors at this office

23

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Iowa · Louisiana · Michigan · Minnesota · Missouri · Montana · Nebraska · New Hampshire · New York · North Carolina · North Dakota · Pennsylvania · South Carolina · South Dakota · Texas · Washington · Wisconsin

Also doing business as

Arch Asset Management · Boyum Barenscheer Wealth Management · David Peterson, Cfp · Dittrich Financial Group · Doyle & Associates · Fiduciary Management Group Inc. · Integrated Capital Partners LLC · Rj Advisors Co. · Running Wealth Management Group · Salt Financial · Stonecreek Financial · Strategic Wealth Group · Strategic Wealth Group Registered Investment Advisor, LLC · Strategic Wealth Group Registered Investment Advisors, LLC · Valor Financial Partners, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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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