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Strategic Wealth Group

Headquartered in EDEN PRAIRIE, MN

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Firm Information

Strategic Wealth Group is an investment advisory firm located in EDEN PRAIRIE, MN. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They manage approximately $1.04 billion in assets for 4,831 clients. The firm has 19 investment adviser representatives and 14 licensed agents.

Strategic Wealth Group

7820 TERREY PINE CT, #200

EDEN PRAIRIE, MN 55347

$1.04B

Assets Under Management

5

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

Branch Locations (8)

STRATEGIC WEALTH GROUP has a total of 8 branch locations across the country.
location

Rochester, MN

location

Hastings, MN

location

Arden Hills, MN

location

Scandia, MN

location

Minneapolis, MN

location

Excelsior, MN

location

EDEN PRAIRIE, MN

location

Plymouth, MN

Advisors at Strategic Wealth Group

View All 15 Advisors
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Jon Thomas Kattke

RA

Plymouth, MN

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Amanda Suzanne Berry

CFP®, RA

EDEN PRAIRIE, MN

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Tyler David Hirth

CFP®, RA

EDEN PRAIRIE, MN

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George William Mulwee

RA

EDEN PRAIRIE, MN

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Nathaniel Hvid Running

CFP®, RA

EDEN PRAIRIE, MN

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Scott Lee Schneidermann

CFP®, RA

Arden Hills, MN

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Jared Dean Lea

CFP®, RA

EDEN PRAIRIE, MN

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Nathan Allen Richter

CFP®, RA

Plymouth, MN

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Disclosures

There are no public disclosures for Strategic Wealth Group.

Frequently Asked Questions (7)

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