Wade
Johnson

Strategic Asset Management LLC

CRD#4292446
Investment Advisor
in Iowa City, IA

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About this Advisor

Wade Johnson is a financial advisor based in Iowa City, Iowa, working with Strategic Asset Management LLC. Wade has previously held positions at At Financial Advisors, American Trust & Savings, Berthel Fisher And Company, Northwest Bank And Trust, Ridgeline Financial Strategies, Star Capital Inc, Strategic Asset Management, and Rda Financial Network. Wade has passed the Series 66 regulatory exam and is registered to provide services in Iowa and Minnesota. Currently, Wade is part of Strategic Asset Management LLC, which operates out of Iowa City, Iowa. The firm has 2 offices and 7 employees. The firm manages assets totaling $118.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Strategic Asset Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2346 Mormon Trek Blvd Suite 2700
Iowa City, IA 52246

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Strategic Asset Management LLC Brokerage Details

Total Assets Under Management

$118,102,489

IA Average: $5,289,111,388
Total Number of Employees

7

IA Average: 157
Total Number of Accounts

566

IA Average: 8,262
Average Account Size

$208,662

IA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Wade Johnson Work History

2021 - Present (3 years)

Strategic Asset Management

2020 - Present (4 years)

Ridgeline Financial Strategies

2020 - 2020 (< 1 year)

Star Capital Inc

2019 - 2020 (1 year)

Northwest Bank And Trust

2017 - 2019 (2 years)

Rda Financial Network

2016 - 2017 (1 year)

N/A

2015 - 2016 (1 year)

Berthel Fisher And Company

2007 - 2015 (8 years)

At Financial Advisors

2007 - 2015 (8 years)

American Trust & Savings

Disclosures

Please visit the SEC profile of Wade Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strategic Asset Management LLC

Monica Mims
Iowa City, IA
David Willeumier
Dundee, IL
Susan Mims
Rochester, MN
Nathan Lovik
Rochester, MN
Wade Johnson
Iowa City, IA
David Darner
Iowa City, IA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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