Strategic Wealth Group

Strategic Wealth Group (CRD# 284430) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $833,098,639 in 4,270 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347
https://www.linkedin.com/in/jon-kattke-97ab521/
By the Numbers
  • Total Assets Under Management
    833
    MILLION
  • Total Number of Accounts
    4,270
    ACCOUNTS
  • Average Account Value
    $195,105
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IA, IL, LA, MI, MN, MO, MT, NC, ND, NE, NY, PA, SC, SD, TX, WA, WI

Financial Advisors at Strategic Wealth Group
Showing 1 - 10 of 17 top financial advisors.
1
Amanda Berry, financial advisor Minnetonka MN
Amanda S. Berry
CRD#: 5050548
5100 Thimsen Ave, #140, Minnetonka, MN 55345

Amanda Berry (CRD# 5050548) is an Investment Advisor Representative working at Strategic Wealth Group in Minnetonka, MN and has over 9 years of experience in the finance industry.

2
Paul Burmeister, financial advisor Hastings MN
Paul S. Burmeister
CRD#: 4720690
1303 S Frontage Rd, Ste 279, Hastings, MN 55033

Paul Burmeister (CRD# 4720690) is an Investment Advisor Representative working at Strategic Wealth Group in Hastings, MN and has over 20 years of experience in the finance industry.

3
Stephen Doyle, financial advisor Minnetonka MN
Stephen E. Doyle
CRD#: 1633759
5100 Thimsen Ave, Suite 140, Minnetonka, MN 55345

Stephen Doyle (CRD# 1633759) is an Investment Advisor Representative working at Strategic Wealth Group in Minnetonka, MN and has over 36 years of experience in the finance industry.

4
Christopher Hamilton, financial advisor Eden Prairie MN
Christopher J. Hamilton
CRD#: 5296627
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347

Christopher Hamilton (CRD# 5296627) is an Investment Advisor Representative working at Strategic Wealth Group in Eden Prairie, MN and has over 16 years of experience in the finance industry.

5
Tyler Hirth, financial advisor Eden Prairie MN
Tyler D. Hirth
CRD#: 5392371
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347

Tyler Hirth (CRD# 5392371) is an Investment Advisor Representative working at Strategic Wealth Group in Eden Prairie, MN and has over 16 years of experience in the finance industry.

6
Jon Kattke, financial advisor Plymouth MN
Jon T. Kattke
CRD#: 5407363
2 Carlson Pkwy, Suite 155, Plymouth, MN 55447

Jon Kattke (CRD# 5407363) is an Investment Advisor Representative working at Strategic Wealth Group in Plymouth, MN and has over 16 years of experience in the finance industry.

7
Tyler Kuske, financial advisor Eden Prairie MN
Tyler J. Kuske
CRD#: 6311899
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347

Tyler Kuske (CRD# 6311899) is an Investment Advisor Representative working at Strategic Wealth Group in Eden Prairie, MN and has over 9 years of experience in the finance industry.

8
Jared Lea, financial advisor Eden Prairie MN
Jared D. Lea
CRD#: 6656663
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347

Jared Lea (CRD# 6656663) is an Investment Advisor Representative working at Strategic Wealth Group in Eden Prairie, MN and has over 6 years of experience in the finance industry.

9
John Lindberg, financial advisor Eden Prairie MN
John W. Lindberg
CRD#: 5304163
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347

John Lindberg (CRD# 5304163) is an Investment Advisor Representative working at Strategic Wealth Group in Eden Prairie, MN and has over 17 years of experience in the finance industry.

10
George Mulwee, financial advisor Eden Prairie MN
George W. Mulwee
CRD#: 4144139
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347

George Mulwee (CRD# 4144139) is an Investment Advisor Representative working at Strategic Wealth Group in Eden Prairie, MN and has over 23 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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