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
Iowa City, IA 52246
Credentials
Series 65
Industry experience
5 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
2021 - Present (5 years)
Think Iowa CIty
2020 - Present (6 years)
RDA Financial Network
2020 - 2020 (1 year)
Self Employed - Mims Financial
2019 - Present (7 years)
Southeast Community School District
2018 - 2019 (1 year)
The Market Garden
2018 - 2019 (1 year)
University of Richmond
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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