A complete list of active advisors currently associated with Strategic Wealth Management, LLC
Warmer can help you find a great advisor at Strategic Wealth Management, LLC or one who fits your needs even better.
Strategic Wealth Management, LLC provides financial planning, investment advisory and portfolio management to a mix of individual clients, trusts, estates, charitable entities and business clients, and it also accepts pension and profit‑sharing plan clients. Services described in the brochure include comprehensive financial plans, ongoing portfolio monitoring, retirement plan consulting and periodic educational seminars. The firm’s advisers deliver both discretionary and non‑discretionary portfolio management and use a combination of in‑house planning tools, risk assessments and third‑party investment platforms to construct and monitor accounts. Clients’ assets may be managed through Pershing accounts, approved third‑party custodians, or by engaging third‑party money managers and TAMP/TPMM arrangements that the firm and its advisers utilize for reporting, trading and billing. What distinguishes the firm from many independent peers is its dual registration and multi‑capacity operating model: advisers are dually registered with a broker‑dealer and the RIA, which allows implementation of fee‑based advisory programs as well as commissionable securities and insurance products. The brochure discloses that advisers may offer commission‑based and insurance solutions, sponsor or access program‑based (wrap‑style) platforms with program fees, and provide ERISA and retirement plan fiduciary/consulting services—arrangements the firm documents and discloses to address potential conflicts of interest.
To learn more about the advisors currently working at Strategic Wealth 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 |
|---|---|---|
Bend, OR
| 40
|
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