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Thomas Joseph Treshock

Strategic Wealth Investment Group, LLC

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About Thomas Joseph Treshock

Thomas Joseph Treshock is a financial advisor with Strategic Wealth Investment Group, LLC. Thomas has been in the industry for several years and has a diverse background, including previous experience with Petersen Advisors, Cadaret Grant & Co., Inc., and Toll Brothers. Thomas is a Certified Financial Planner and has earned both the Series 7TO and Series 66 licenses. Thomas is committed to providing individualized financial planning and portfolio management services to both individuals and businesses.

Firm Information

Thomas Treshock 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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Thomas Treshock’s Registration & Firm History

NC

02/08/2024 - Present

Strategic Wealth Investment Group, LLC (Charlotte NC)

NJ

10/28/2021 - 02/15/2024

PARK AVENUE SECURITIES LLC (WALL NJ)

NJ

03/04/2020 - 10/26/2021

CADARET, GRANT & CO., INC. (Wall NJ)

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Licenses & Designations

BOTH

Issued 06/17/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Joseph Treshock.
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