Wade
Johnson
Strategic Asset Management LLC
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About this Advisor
Wade Johnson is a financial advisor who works out of Iowa City, Iowa with a total of 2 years of industry experience. Johnson is an advisor for Strategic Asset Management LLC. During their career, Johnson has held roles at At Financial Advisors, American Trust & Savings, Berthel Fisher And Company, Rda Financial Network, Northwest Bank And Trust, Ridgeline Financial Strategies, Star Capital Inc, N/A and Strategic Asset Management. Johnson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Iowa and Minnesota. Strategic Asset Management LLC is an advisory firm operating out of Rochester, MN. The investment advisory business has offices in two locations and a total of seven employees. It has $104 million in assets under management across its 576 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 576 customer accounts, 17% belong to high-net-worth clients who have at least $1 million in investable assets. Strategic Asset Management LLC has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically depend on the services provided. Fees billed by Strategic Asset Management LLC can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Asset Management LLC Brokerage Details
$103,667,970
7
576
$179,979
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Wade Johnson Work History
Wade has been registered as a financial advisor for 2 years.*
Strategic Asset Management
Ridgeline Financial Strategies
Star Capital Inc
Northwest Bank And Trust
Rda Financial Network
N/A
Berthel Fisher And Company
At Financial Advisors
American Trust & Savings
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Iowa City, IA
Rochester, MN
Schaumburg, IL
Iowa City, IA
Iowa City, IA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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