Unclaimed
Dan Stridsberg is a registered investment advisor representative with ONE Capital Management, LLC and RSG Wealth Management, LLC. Dan Stridsberg has been in the industry since 2003. Dan Stridsberg is registered in California, Missouri, and Nevada. Dan Stridsberg specializes in providing financial planning, portfolio management, and advisory consulting services. Dan Stridsberg is also a Chief Compliance Officer/Chief Investment Officer for RSG Wealth Management, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/11/2024 - Present
ONE Capital Management, LLC (WESTLAKE VILLAGE CA)
IA
Issued 09/16/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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