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Joshua William Strittmatter

Swmg, LLC

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About Joshua William Strittmatter

Joshua William Strittmatter is an investment advisor representative in Texas with over 20 years of experience in the financial industry. Joshua is currently registered with Swmg, LLC. Joshua has previously held positions with LPL Financial LLC, Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Joshua is a Certified Financial Planner™ professional. Joshua has specialized in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

Firm Information

Joshua Strittmatter is currently registered with Swmg, LLC. Swmg, LLC is a registered investment advisor based in FORT WORTH, TX. They have 2 licensed agents and 5 investment advisor representatives. The firm has approximately $249,015,617 in regulatory assets under management across 1,174 accounts. Swmg, LLC provides financial planning, portfolio management for individuals, and educational seminars. They serve a diverse clientele, including high-net-worth individuals and individuals other than high-net-worth.
Swmg, LLC

3343 LOCKE AVE

FORT WORTH, TX 76107

$249.02M

Assets Under Management

Not reported

Total Clients

5

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 individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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Joshua Strittmatter’s Registration & Firm History

TX

03/07/2013 - Present

Swmg, LLC (WEATHERFORD TX)

TX

10/26/2007 - 12/19/2017

LPL FINANCIAL LLC (FORT WORTH TX)

TX

03/04/2003 - 10/30/2007

AMERIPRISE FINANCIAL SERVICES, INC. (HURST TX)

MN

03/04/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/13/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2009

Series 24 - General Securities Principal Examination

BC

Issued 12/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua William Strittmatter.
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