linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Spencer Bryzeal

Strategic Wealth Investment Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Spencer? Claim Your Profile

About Spencer Bryzeal

Spencer Bryzeal is a financial advisor in Louisville, Kentucky. Spencer Bryzeal is registered with the state of Texas. Spencer Bryzeal is currently employed by Strategic Wealth Investment Group, LLC, and has been with this firm since 08/2022. Prior to joining Strategic Wealth Investment Group, LLC, Spencer Bryzeal was employed by Securian Financial Services, Inc. Spencer Bryzeal's licenses include Series 66, Series 7TO, and SIE. Spencer Bryzeal specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. Spencer Bryzeal is a financial advisor with a focus on providing professional financial guidance and services to individuals and businesses.

Firm Information

Spencer Bryzeal 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Spencer Bryzeal’s Registration & Firm History

KY

09/13/2022 - Present

Strategic Wealth Investment Group, LLC (LOUISVILLE KY)

MO

07/22/2021 - 08/10/2022

SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)

Not sure if Spencer Bryzeal is right for you?

Licenses & Designations

BOTH

Issued 08/19/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Spencer Bryzeal.
Not sure if Spencer Bryzeal is right for you?