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Strategic Wealth Investment Group, LLC

Headquartered in LOUISVILLE, KY

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Firm Information

Strategic Wealth Investment Group, LLC is a registered investment advisor based in Louisville, Kentucky. With over 31 licensed agents and 27 investment adviser representatives, the firm manages approximately $900.8 million in assets for 22,963 clients. Strategic Wealth Investment Group, LLC specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. The firm serves a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.

Strategic Wealth Investment Group, LLC

500 N. HURSTBOURNE PARKWAY

LOUISVILLE, KY 40222

$900.77M

Assets Under Management

15

Total Clients

27

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

Branch Locations (14)

STRATEGIC WEALTH INVESTMENT GROUP, LLC has a total of 14 branch locations across the country.
location

Atlanta, GA

location

Dallas, TX

location

Indianapolis, IN

location

LOUISVILLE, KY

location

Denver, CO

location

Tampa, FL

location

Peoria, AZ

location

Houston, TX

location

Charlotte, NC

location

Vienna, VA

location

Garner, NC

location

Bellevue, WA

location

Mason, OH

location

Fort Worth, TX

Advisors at Strategic Wealth Investment Group, LLC

View All 27 Advisors
Unclaimed
Nicholas Jon Tolerton

RA

LOUISVILLE, KY

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Caleb Adam Barnett

RA

Fort Worth, TX

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Andrew Seter

RA

MINNEAPOLIS, MN

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Unclaimed
Erik Richard Bosman

RA

LOUISVILLE, KY

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Unclaimed
John Mathew Gehri

CFP®, CFC®, RA

LOUISVILLE, KY

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Unclaimed
Tyler Mcintyre Walbridge

CFP®, RA

Denver, CO

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Kevin Thomas King

RA

LOUISVILLE, KY

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Spencer Bryzeal

RA

LOUISVILLE, KY

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Disclosures

There are no public disclosures for Strategic Wealth Investment Group, LLC.

Frequently Asked Questions (6)

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