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Matthew James Dicken

Strategic Wealth Investment Group, LLC

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About Matthew James Dicken

Matthew James Dicken is a registered Investment Advisor Representative with Strategic Wealth Investment Group, LLC. Matthew has been in the financial industry since 1998 and has experience with various investment strategies. Matthew provides personalized financial advice to individuals and businesses in Louisville, Kentucky. Matthew specializes in portfolio management, financial planning, and educational seminars. Matthew is committed to providing his clients with the highest level of service and guidance to help them achieve their financial goals.

Firm Information

Matthew Dicken is currently registered with Strategic Wealth Investment Group, LLC. 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.

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Matthew Dicken’s Registration & Firm History

KY

01/24/2024 - Present

Strategic Wealth Investment Group, LLC (LOUISVILLE KY)

KY

03/13/2007 - 08/15/2008

MADISON AVENUE SECURITIES, INC. (LOUISVILLE KY)

KY

12/04/2006 - 03/19/2007

GREAT AMERICAN ADVISORS, INC. (LOUISVILLE KY)

GA

11/21/2005 - 12/04/2006

STUART SECURITIES CORP. (NORCROSS GA)

NY

07/18/2002 - 03/08/2005

PARK AVENUE SECURITIES LLC (NEW YORK NY)

WI

01/07/1998 - 07/17/2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

03/24/2000 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 07/05/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew James Dicken.
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