Strategic Wealth Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,347,422
Clients
84
1% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
84
HighAverage account size
$182,707
About
Strategic Wealth Solutions offers wealth management, financial planning, investment management, and consulting to individuals as well as retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm reports roughly $15.3 million in assets under management across its client base and primarily serves individual (non–high-net-worth) clients.
Accounts are generally managed on a discretionary basis with customized portfolios that the firm monitors and rebalances over time, using fundamental and technical analysis and investments such as mutual funds, ETFs, exchange-listed securities, and insurance products. Strategic Wealth Solutions uses a subadvisory relationship with AE Wealth Management to implement model portfolios and requires clients to maintain custody at Charles Schwab or Fidelity, with AEWM providing trading, reporting, and billing services.
Noteworthy distinctions include that firm personnel are licensed insurance agents and the firm sells insurance and annuity products on a commission basis; the brochure discloses that commissions and incentive compensation from an IMO (Advisors Excel) represent a significant portion of revenue and create conflicts of interest. The firm also reports an absence of high-net-worth clients (an uncommon client mix among peers) and relies on third‑party model managers and AEWM relationships that influence product selection and custodial arrangements.
Client services
Financial planning
Portfolio management
Selection of other advisers
Selection of other advisers through third party
Selection of other advisers through third party
Expertise
Wealth management
Annuities
Fee options
Financial planning fixed fees generally between $500 and $5,000, depending on complexity
Under $750,000 - $749,999: 1.60% $750,000 - $1,000,000: 1.35% $1,000,001 - $3,000,000: 1.10% Over $3,000,000+: 0.85%
Insurance products sold on a fully-disclosed commission basis; commissions and incentive compensation from selling insurance products and annuities
$250 per hour for consulting services
Main office location
Strategic Wealth Solutions, LLC
12130 Meredith Drive, Suite 210 W
Urbandale IA 50322, United States
Number of offices
1
Most active in
Strategic Wealth Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Iowa · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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