The Strategic Financial Alliance
The Strategic Financial Alliance (CRD# 126514) is a financial advisory firm headquartered in Atlanta, GA. They manage $334,013,066 in 1,360 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management334MILLION
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Total Number of Accounts1,360ACCOUNTS
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Average Account Value$245,598
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Michael Spieler (CRD# 5246976) is an Investment Advisor Representative working at The Strategic Financial Alliance in Irvine, CA and has over 17 years of experience in the finance industry.
Christopher St. John (CRD# 4357665) is an Investment Advisor Representative working at The Strategic Financial Alliance in Myrtle Beach, SC and has over 22 years of experience in the finance industry.
Paul Stelter (CRD# 6750207) is an Investment Advisor Representative working at The Strategic Financial Alliance in Daytona Beach, FL and has over 6 years of experience in the finance industry.
Michael Stevens (CRD# 4043143) is an Investment Advisor Representative working at The Strategic Financial Alliance in Fairfax, VA and has over 24 years of experience in the finance industry.
Alexander Sywak (CRD# 1937609) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 22 years of experience in the finance industry.
David Trende (CRD# 2725055) is an Investment Advisor Representative working at The Strategic Financial Alliance in Hinckley, OH and has over 25 years of experience in the finance industry.
Gregory A Wales (CRD# 4201577) is an Investment Advisor Representative and Registered Representative working at Keowee Financial Group in Clemson, SC and has over 17 years of experience in the finance industry.
Greg is a Senior Partner at Keowee Financial Group, offering a broad spectrum of Financial Services. As a full service financial adviser, offering Wealth Management, Retirement Planning, College Savings and Planning, Life Insurance, Disability Insurance, Long Term Care, Wealth Transfer and Legacy Planning, Brokerage and Investment Services. Servicing Clients in SC, NC, GA, FL, AZ, CA, NJ, OK, PA, and TX.
At Keowee Financial Group, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account, or transaction information anywhere on this site.
Lewis Walker (CRD# 822190) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 43 years of experience in the finance industry.
Todd Walker (CRD# 2756201) is an Investment Advisor Representative working at The Strategic Financial Alliance in Greensboro, NC and has over 27 years of experience in the finance industry.
Edward Woll (CRD# 1096606) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 38 years of experience in the finance industry.