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Strategic Wealth Group

Updated today

Client assets under management

$1,513,998,209

Clients

3,524

33% high-net worth

Advisors

24

of 24 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

147

Very High

Average account size

$429,625

About

Strategic Wealth Group provides discretionary and non‑discretionary portfolio management, financial planning (full, hourly, and ongoing), ERISA retirement plan advisory (typically as a 3(21) fiduciary), and a wrap fee program for individuals, retirement plans, trusts and other entities. The firm reported $1.54 billion in discretionary assets under management as of December 31, 2025 and does not impose a stated account minimum.

The firm builds client strategies using fundamental and technical analysis to set asset allocation and select investments, documents objectives in investment policy statements, and reviews accounts at least quarterly; it also hires sub‑advisors and uses third‑party manager programs (including LPL/Parametric TAMP options) and a third‑party platform to manage held‑away defined contribution accounts. Strategic Wealth Group offers both ongoing fiduciary advice for retirement accounts and the option for clients to retain non‑discretionary control, and it discloses use of model management, block trading for wrap models, and periodic rebalancing.

What distinguishes the firm from many peers is its integration with broker‑dealer and insurance activities: many associated persons are registered representatives of LPL and some are licensed insurance agents, and firm disclosures note registered‑rep work consumes roughly 75% of certain personnel’s time while producing under 15% of total revenue; the firm also discloses transition payments from LPL and referral fees from third‑party money managers. The brochure further notes a change in ownership in July 2024 and describes arrangements (including potential referral and sub‑advisor fees and custodial/TAMP fee overlays) that the firm discloses and manages as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive Self-Employed

Fee options

Fixed

Full Financial Plan fees $2,500 to $25,000; Ongoing Financial Planning up to $25,000 annually

Percentage

$0 - $500,000: 2.0% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.5% $2,000,001 - $5,000,000: 1.25% $5,000,001+: 1.0%

Commissions

Investment Advisor Representatives may receive external commissions as registered representatives of LPL Financial LLC; less than 15% of total revenue from commissions

Project-based

$500 per hour for Hourly Consultation Services

Other

Fee-only: Full Financial Plan fixed fee $2,500 to $25,000; Hourly Consultation $500/hour; Ongoing Financial Planning flat fee up to $25,000/year

Main office location

Strategic Wealth Group

7820 Terrey Pine Ct, #200

Eden Prairie MN 55347, United States

Number of offices

8

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Iowa · Louisiana · Michigan · Minnesota · Missouri · Montana · Nebraska · New Hampshire · New York · North Carolina · North Dakota · Pennsylvania · South Carolina · South Dakota · Texas · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Chad L

Series 63, Series 66

Eden Prairie, MN

Strategic Wealth Group

Chad Lea is a financial advisor at Strategic Wealth Group with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Strategic Wealth Group, Running Management Group, and LPL Financial since 2019. Prior to that, he worked at FBL Marketing Services for several years. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm employs fundamental and technical analysis to develop client strategies, utilizes sub-advisors and third-party platforms, and manages over $1.5 billion in discretionary assets.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Jon K

Series 63

Eden Prairie, MN

Strategic Wealth Group

Jon Kattke is a financial advisor at Strategic Wealth Group with 18 years of industry experience. He holds a Series 63 designation and has worked with Strategic Wealth Group and LPL Financial since 2017. His prior experience includes roles at Tradition Wealth Management and ProEquities, Inc. Outside of advisory services, he is involved in a business that buys and sells raw land. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advisory, and a wrap fee program for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and combines fundamental and technical analysis with third-party manager programs to serve its clients.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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George M

Series 63, Series 66

Eden Prairie, MN

Strategic Wealth Group

George Mulwee is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Strategic Wealth Group and LPL Financial since 2017, and previously worked at Cetera Advisors from 2014 to 2017. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and uses fundamental and technical analysis alongside third-party manager programs to build and monitor client strategies.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Benjamin P

Series 66

Eden Prairie, MN

Strategic Wealth Group

Benjamin Prchal is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Thrivent Investment Management Inc. and LPL Financial, LLC. He also operates a sole proprietorship under his own name. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide investment decisions and manages $1.54 billion in discretionary assets as of December 31, 2025.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Christopher H

Series 63

Eden Prairie, MN

Strategic Wealth Group

Christopher Hamilton is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 63 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC, Massachusetts Mutual Life Insurance Company, and MSI Financial Services, Inc. He also operates several business entities related to investment and insurance services. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, ERISA retirement plan advisory, and wrap fee programs for individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and uses fundamental and technical analysis to guide asset allocation and investment selection, offering both fiduciary advice and non-discretionary control options.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Matthew M

Series 66

Eden Prairie, MN

Strategic Wealth Group

Matthew Merrick is a financial advisor with Strategic Wealth Group and holds a Series 66 designation. He has 10 years of industry experience, including a decade at Thrivent Investment Management Inc. and more recent roles at LPL Financial and Strategic Wealth Group. Outside of advisory work, he is a co-owner of MTO Properties LLC, a commercial real estate management business. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to develop client strategies and manages $1.54 billion in discretionary assets as of December 31, 2025.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
user avatar

Mark M

CFP®, Series 63

Eden Prairie, MN

Strategic Wealth Group

Mark Magnuson is a CFP® with 42 years of experience in the financial services industry. He is currently with Strategic Wealth Group and has held roles at several firms, including VPWM Advisors LLC and LPL Financial LLC. Magnuson is involved with Charis of Minnesota, a fundraising organization. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to develop client strategies and manages over $1.5 billion in discretionary assets.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Paul B

Series 66

Eden Prairie, MN

Strategic Wealth Group

Paul Burmeister is a financial advisor with Strategic Wealth Group in Eden Prairie, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Strategic Wealth Group and LPL Financial since 2016 and serves as a board member of Conquering King Fellowship, a nonprofit organization. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm employs fundamental and technical analysis to guide investment decisions and offers ongoing fiduciary advice while integrating broker-dealer and insurance activities.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
user avatar

Tyler H

CFP®, Series 63

Eden Prairie, MN

Strategic Wealth Group

Tyler Hirth is a CFP® professional with 18 years of experience, currently affiliated with LPL Financial in Eden Prairie, MN. He has been involved with several entities including Running Tax Services, LLC, and Running Wealth Management Group MN, Inc., and serves as a board member of the National Association of Insurance and Financial Advisors (NAIFA). LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment delivery options ranging from model-portfolio advisory programs to third-party asset management.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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Robert L

CFP®, Series 63, Series 65

Eden Prairie, MN

Strategic Wealth Group

Robert Landgraf is a CFP® professional with 18 years of industry experience. He is currently affiliated with Strategic Wealth Group and has prior experience at RBC Capital Markets and RSM US Wealth Management. Landgraf serves on the board of the Lourdes Foundation, a nonprofit organization in Rochester, MN. Strategic Wealth Group manages discretionary and non-discretionary portfolios, financial planning, and ERISA retirement plan advisory for individuals, trusts, and retirement plans. The firm uses fundamental and technical analysis to guide asset allocation and investment selection, employs third-party managers, and offers both fiduciary advice and non-discretionary client control.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
user avatar

Nicholas D

Series 63, Series 65

Eden Prairie, MN

Strategic Wealth Group

Nicholas Davidson is a financial advisor at Strategic Wealth Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities and Farm Bureau Financial Services. Outside of his advisory role, Davidson is involved in youth hockey as an assistant coach and director of player development for Dodge County Youth Hockey and participates in coaching and player development with USA Hockey. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide investment decisions and employs third-party managers and platforms to manage client accounts.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
user avatar

Amanda B

CFP®, Series 66

Eden Prairie, MN

Strategic Wealth Group

Amanda Berry is a CFP® with 12 years of industry experience, currently serving at Strategic Wealth Group. Her work history includes roles at LPL Financial and operating as a sole proprietor. She is also involved in tax preparation and accounting services outside of her advisory work. Strategic Wealth Group manages discretionary and non-discretionary portfolios and offers comprehensive financial planning and ERISA retirement plan advisory services for individuals, retirement plans, and trusts. The firm employs fundamental and technical analysis in its investment approach and reported $1.54 billion in discretionary assets under management as of December 31, 2025.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
user avatar

Michael T

CFP®, Series 66

Eden Prairie, MN

Strategic Wealth Group

Michael Trudeau is a CFP® professional with 16 years of experience in financial advisory services. He is currently with Strategic Wealth Group and has prior experience at Thrivent Investment Management Inc. and LPL Financial. Trudeau serves as a board member for SMW Federal Credit Union, a nonprofit organization. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm manages $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis along with third-party manager programs to develop client strategies.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
user avatar

Nathan R

CFP®, Series 63, Series 65

Eden Prairie, MN

Strategic Wealth Group

Nathan Richter is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Strategic Wealth Group and has held roles at LeaderOne Financial, LPL Financial, and Great Valley Advisor Group, among others. Richter also operates as a sole proprietor and has been involved in selling fixed life insurance, disability, long-term care, and fixed annuities through various business activities. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services for individuals, retirement plans, trusts, and other entities. The firm uses fundamental and technical analysis to guide asset allocation and investment selection, manages $1.54 billion in discretionary assets, and offers both ongoing fiduciary advice and options for clients to retain non-discretionary control.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
user avatar

John L

CFP®, Series 63

Eden Prairie, MN

Strategic Wealth Group

John Lindberg is a CFP® professional with 18 years of industry experience, currently serving at Strategic Wealth Group. His prior roles include positions at LPL Financial, MML Investors Services, Mass Mutual Life Insurance Company, MetLife Securities, and Metropolitan Life Insurance Company. He is also a board member of the Summit Terrace Condominium Association. Strategic Wealth Group offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, trusts, retirement plans, and other entities. The firm combines fundamental and technical analysis to guide asset allocation and investment selection, managing $1.54 billion in discretionary assets as of December 31, 2025.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
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