Nathan
Lovik
Strategic Asset Management LLC
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About this Advisor
Nathan Lovik is a financial advisor based in Rochester, Minnesota, working with Strategic Asset Management LLC. Nathan has previously held positions at Cambridge Investment Research Inc, Rda Financial Network, Inc, United Planners Financial Services, Nathan Lovik, Rda Financial Network, Peak Brokerage Services, LLC, Star Capital Inc, Strategic Tax And Retirement, Strategic Asset Management LLC, First Citizens Bank, and Strategic Asset Management. Nathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa and Minnesota. Currently, Nathan is part of Strategic Asset Management LLC, which operates out of Rochester, Minnesota. 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
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Strategic Asset Management LLC Brokerage Details
$118,102,489
7
566
$208,662
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nathan Lovik Work History
Strategic Asset Management
Nathan Lovik
First Citizens Bank
Strategic Asset Management LLC
Peak Brokerage Services, LLC
Rda Financial Network
Peak Brokerage Services, LLC
Star Capital Inc
Strategic Tax And Retirement
United Planners Financial Services
Cambridge Investment Research Inc
Rda Financial Network, Inc
Disclosures
Please visit the SEC profile of Nathan Lovik 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
Dundee, IL
Rochester, MN
Iowa City, IA
Iowa City, IA
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