A complete list of active advisors currently associated with Strategic Wealth Solutions, LLC

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

Strategic Wealth Solutions offers wealth management, financial planning, investment management, and consulting to individuals as well as retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm reports roughly $15.3 million in assets under management across its client base and primarily serves individual (non–high-net-worth) clients. Accounts are generally managed on a discretionary basis with customized portfolios that the firm monitors and rebalances over time, using fundamental and technical analysis and investments such as mutual funds, ETFs, exchange-listed securities, and insurance products. Strategic Wealth Solutions uses a subadvisory relationship with AE Wealth Management to implement model portfolios and requires clients to maintain custody at Charles Schwab or Fidelity, with AEWM providing trading, reporting, and billing services. Noteworthy distinctions include that firm personnel are licensed insurance agents and the firm sells insurance and annuity products on a commission basis; the brochure discloses that commissions and incentive compensation from an IMO (Advisors Excel) represent a significant portion of revenue and create conflicts of interest. The firm also reports an absence of high-net-worth clients (an uncommon client mix among peers) and relies on third‑party model managers and AEWM relationships that influence product selection and custodial arrangements.

To learn more about the advisors currently working at Strategic Wealth Solutions, 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
Mark Gelbman	Urbandale, IA	23

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