Strategic Asset Management LLC.

Firm record

As recorded in SEC IAPD

Firm CRD

306384

SEC number

801-120401

Firm type

RIA

Assets under management

$218.3M as of Jan 22, 2026

Website

www.strategicassetmgt.com ↗

Phone

888-526-8755

Address

2434 Superior Drive Nw, Rochester, MN, 55901

Advisors at this firm

11 in our index · page 1 of 1

• David Lester DarnerCRD 1053765 · Iowa City, IA
  IA RegisteredRegistration inactive
• Jonathan Paul HorickCRD 2261282 · Minneapolis, MN
  IA Registered
• Wade Michael JohnsonCRD 4292446 · Iowa City, IA
  IA Registered
• Nathan Andrew LovikCRD 5323456 · Rochester, MN
  IA RegisteredRegistration inactive
• Monica Rae MimsCRD 7048561 · Iowa City, IA
  IA Registered
• Susan Marshall MimsCRD 4202677 · Iowa City, IA
  IA RegisteredRegistration inactive
• Kristen Marie MuellerCRD 5561155 · St. Paul, MN
  IA Registered
• Gregory Brian NelsonCRD 3019785 · Rochester, MN
  IA RegisteredBroker
• Adam Lee RaineyCRD 6232758 · Rochester, MN
  IA RegisteredBroker
• John L ShockeyCRD 4500774 · Granbury, TX
  IA Registered
  Disclosure event(s) on record
• David J WilleumierCRD 4782886 · East Dundee, IL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.