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 11 - 17 of 17 top financial advisors.
11
Matthew Peterson, financial advisor Plymouth MN
Matthew A. Peterson
CRD#: 4512473
2 Carlson Pkwy, Suite 155, Plymouth, MN 55447

Matthew Peterson (CRD# 4512473) is an Investment Advisor Representative working at Strategic Wealth Group in Plymouth, MN and has over 22 years of experience in the finance industry.

12
Nathan Richter, financial advisor Plymouth MN
Nathan A. Richter
CRD#: 3103598
2 Carlson Pkwy, Suite 155, Plymouth, MN 55447

Nathan Richter (CRD# 3103598) is an Investment Advisor Representative working at Strategic Wealth Group in Plymouth, MN and has over 24 years of experience in the finance industry.

13
Jonathan Rienstra, financial advisor Excelsior MN
Jonathan D. Rienstra
CRD#: 2987671
684 Excelsior Blvd, Suite 230, Excelsior, MN 55331

Jonathan Rienstra (CRD# 2987671) is an Investment Advisor Representative working at Strategic Wealth Group in Excelsior, MN and has over 14 years of experience in the finance industry.

14
Nathaniel Running, financial advisor Eden Prairie MN
Nathaniel H. Running
CRD#: 3100767
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347

Nathaniel Running (CRD# 3100767) is an Investment Advisor Representative working at Strategic Wealth Group in Eden Prairie, MN and has over 25 years of experience in the finance industry.

15
Scott Schneidermann, financial advisor Arden Hills MN
Scott L. Schneidermann
CRD#: 5240920
1210 W County Rd E, Suite 100, Arden Hills, MN 55112

Scott Schneidermann (CRD# 5240920) is an Investment Advisor Representative working at Strategic Wealth Group in Arden Hills, MN and has over 17 years of experience in the finance industry.

16
Jack Garrison, financial advisor Eden Prairie MN
Jack D. Garrison
CRD#: 7390197
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347

Jack Garrison (CRD# 7390197) is an Investment Advisor Representative working at Strategic Wealth Group in Eden Prairie, MN and has 1 year of experience in the finance industry.

17
Chad Lea, financial advisor Eden Prairie MN
Chad M. Lea
CRD#: 2707097
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347

Chad Lea (CRD# 2707097) is an Investment Advisor Representative working at Strategic Wealth Group in Eden Prairie, MN and has over 28 years of experience in the finance industry.

PREV ... 1 2

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals