Advisor at Strategic Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strategic Asset Management LLC
Location
Rochester, MN 55901
Credentials
CFP®, Series 63, Series 66
Industry experience
13 years
Financial planning fees negotiated between $500 and $2,500 fixed fee.
2.00% - may charge up to
IARs may receive commissions from sale of mutual funds, variable annuities, and insurance products as licensed representatives or agents, separate from advisory services.
Account minimum: No account minimum for any of SAM’s services
Strategic Asset Management
2023 - Present (3 years)
First Citizens Bank
2023 - 2023 (1 year)
Strategic Asset Management LLC
2019 - 2023 (4 years)
PEAK Brokerage Services, LLC
2018 - 2019 (1 year)
Strategic Tax and Retirement
2017 - 2023 (6 years)
Star Capital Inc.
2017 - 2023 (6 years)
PEAK Brokerage Services, LLC
2017 - 2018 (1 year)
RDA Financial Network
2017 - 2017 (1 year)
United Planners Financial Services
2016 - 2017 (1 year)
RDA Financial Network, Inc.
2013 - 2017 (4 years)
Cambridge Investment Research Inc.
2013 - 2016 (3 years)
Nathan Lovik
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Rochester, MN
Edward Jones
Series 66
Rochester, MN
Merrill
Parker Helder is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop tailored strategies to pursue their short-, mid-, and long-term goals. His services include guidance on general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists covering banking, credit, home financing, and small business solutions. Parker holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Saint Thomas. His approach emphasizes ongoing collaboration with clients to address their evolving financial concerns and objectives.
Series 66
Rochester, MN
Edward Jones
Series 66
Rochester, MN
Edward Jones
Series 66
Rochester, MN
Edward Jones
Series 66
Rochester, MN
Edward Jones
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