Strategic Investment Solutions, Inc.
Strategic Investment Solutions, Inc. (CRD# 143128) is a financial advisory firm headquartered in Orland Park, IL. They manage $780,000,000 in 4,240 accounts and serve the financial needs of clients across 11 states (or territories).
Current Firm Details
Strategic Investment Solutions, Inc.
By the Numbers
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Total Assets Under Management780MILLION
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Total Number of Accounts4,240ACCOUNTS
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Average Account Value$183,962
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, IL, IN, MN, OH, TN, TX, WA, WI
Financial Advisors at Strategic Investment Solutions, Inc.
11
Alexandra Nelson (CRD# 7303430) is an Investment Advisor Representative working at Strategic Investment Solutions, Inc. in Orland Park, IL and has 1 year of experience in the finance industry.
12
Trent Overzet (CRD# 5969279) is an Investment Advisor Representative working at Strategic Investment Solutions, Inc. in Orland Park, IL and has over 7 years of experience in the finance industry.
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