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George William Mulwee

Strategic Wealth Group

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About George William Mulwee

George Mulwee is an investment advisor representative with Strategic Wealth Group. George has been in the industry since June 21, 2000. George is a registered investment advisor, and provides investment advisory services through Strategic Wealth Group RIA, LLC, an independent investment advisor firm. Strategic Wealth Group RIA, LLC, is separate from and independent of LPL Financial. George holds licenses in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.

Firm Information

George Mulwee is currently registered with Strategic Wealth Group. 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

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George Mulwee’s Registration & Firm History

MN

09/12/2018 - Present

Strategic Wealth Group (EDEN PRAIRIE MN)

CO

06/02/2014 - 07/26/2017

CETERA ADVISORS LLC (DENVER CO)

CO

01/16/2015 - 02/09/2015

FIRST ALLIED SECURITIES, INC. (Denver CO)

CO

01/16/2015 - 02/09/2015

INVESTORS CAPITAL CORP. (DENVER CO)

GA

01/16/2015 - 02/09/2015

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

CO

01/16/2015 - 02/09/2015

LEGEND EQUITIES CORPORATION (Denver CO)

CO

01/16/2015 - 02/09/2015

SUMMIT BROKERAGE SERVICES, INC. (Denver CO)

CO

01/14/2015 - 02/09/2015

CETERA ADVISOR NETWORKS LLC (DENVER CO)

CO

01/14/2015 - 02/09/2015

CETERA FINANCIAL SPECIALISTS LLC (DENVER CO)

CO

01/14/2015 - 02/09/2015

CETERA INVESTMENT SERVICES LLC (DENVER CO)

MN

07/20/2011 - 05/30/2014

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

MN

09/14/2010 - 07/29/2011

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

06/18/2002 - 09/07/2010

WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)

PA

03/13/2002 - 06/18/2002

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)

MN

04/04/2000 - 12/31/2001

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 07/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2007

Series 4 - Registered Options Principal Examination

BC

Issued 04/28/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/31/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/19/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2003

Series 7 - General Securities Representative Examination

BC

Issued 04/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George William Mulwee.
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