Strategic Asset Management LLC

Wade Johnson is a financial advisor at Strategic Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms including Star Capital Inc., Northwest Bank and Trust, and Berthel Fisher and Company. In addition to his advisory role, he operates an independent insurance agency in Iowa City. Strategic Asset Management LLC serves individuals, retirement plans, trusts, and business entities through a ten-advisor team managing approximately $218 million in discretionary assets. The firm employs a combination of fundamental, quantitative, and technical analysis with an emphasis on long-term strategies, offering discretionary account management and periodic reviews.

Jonathan Horick is a CFA® charterholder with 11 years of industry experience. He is currently with Strategic Asset Management LLC and has prior experience at Stevens Foster Financial Advisors and NBW Insurance Group. Horick serves as a board member and treasurer of the Southside Family Nurturing Center, a nonprofit organization. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a team of ten advisors and utilizes a combination of fundamental, quantitative, and technical analysis to manage approximately $218 million in discretionary assets with an emphasis on long-term strategies.

Nathan Lovik is a CFP® professional with 13 years of experience in financial advising. He is currently with Strategic Asset Management LLC and has worked at several firms including First Citizens Bank and PEAK Brokerage Services. Outside of advising, he co-founded Simon Says Shoes, a nonprofit organization that raises funds to provide shoes for students in need, and serves on the committee of Exercisabilities, another nonprofit. Strategic Asset Management LLC serves individuals, retirement plans, trusts, and business entities through portfolio management and financial planning. The firm operates a ten-advisor team, managing approximately $218 million in discretionary assets, and employs a multi-office approach with a mix of fundamental, quantitative, and technical analyses to guide its investment strategies.

Susan Mims is a CFP® with 25 years of industry experience, currently serving as an advisor at Strategic Asset Management LLC since 2020. Her prior experience includes roles at United Planners Financial Services and Cambridge Investment Research, Inc. Outside of her advisory work, she is involved with the Iowa City Community Theater and serves on the board of Christian Retirement Services. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm operates a ten-advisor team and employs a combination of fundamental, quantitative, and technical analysis to manage approximately $218 million in discretionary assets.

John Shockey is a financial advisor at Independent Solutions Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Solutions Wealth Management since 2016, following prior roles at Summit Brokerage Services and J.P. Turner & Company, LLC. Outside of his advisory work, he is a part owner of a producing oil well through Raptor Resources. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach with a range of portfolio management options, including mutual funds, ETFs, and third-party managers, supported by ongoing due diligence and portfolio reviews.

David Willeumier is a financial advisor with Strategic Asset Management LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Strategic Asset Management since 2021 and has previous experience at firms including United Planners Financial Services and Cambridge Investment Research. Willeumier is also involved with Junior Achievement and operates an insurance agency through DW Capital Management LLC. Strategic Asset Management LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a team of ten advisors and manages approximately $218 million in discretionary assets, using a blend of fundamental, quantitative, and technical analysis with an emphasis on long-term strategies complemented by shorter-term tactics.

Monica Mims is a financial advisor at Strategic Asset Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Strategic Asset Management since 2021. Monica is also involved as a volunteer assistant cross country and track coach for the Iowa City Community School District. Strategic Asset Management LLC is a ten-advisor team providing portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis with an emphasis on long-term strategies, managing approximately $218 million in discretionary assets.

David Darner is a financial advisor with Strategic Asset Management LLC, holding a Series 63 designation and bringing 43 years of industry experience. His career includes roles at Cambridge Investment Research and United Planners Financial Services, among others. Outside of his advisory work, he serves as treasurer for the Chamber Singers of Iowa City, a community choir. Strategic Asset Management LLC operates as a ten-advisor team providing portfolio management and financial planning to individuals, retirement plans, trusts, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis with an emphasis on long-term strategies and manages approximately $218 million in discretionary assets.

Kristen Mueller is a financial advisor at Strategic Asset Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked at firms including Solidity Financial LLC and Securus Wealth Management DBA GPS Wealth Management. Outside of her advisory role, she is the founder and CEO of Birch River Financial Services, LLC, which provides fractional back-office operations and compliance consulting for independent registered investment advisers, and she is also licensed as an insurance broker. Strategic Asset Management LLC is a ten-advisor firm that provides portfolio management and financial planning services to individuals, retirement plans, trusts, and business entities. The firm employs a combination of fundamental, quantitative, and technical analysis with a focus on long-term strategies and discretionary management, supported by a multi-office presence and dual-licensed advisors.