Susan
Mims
Strategic Asset Management LLC
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About this Advisor
Susan Mims is a financial advisor based in Rochester, Minnesota, working with Strategic Asset Management LLC. Susan has previously held positions at United Planners Financial Services, Joint Emergency Communication, Susan Mims Independent Insurance, City Of Iowa City, Strategic Asset Management, Dempsey Lord Smith, LLC, Mims Financial Services, Cambridge Investment Research, Inc, Rda Financial Network, Inc, and Rda Financial Network. Susan has passed the Series 63 regulatory exam and is registered to provide services in Iowa and Texas. Currently, Susan 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
Services Offered
Fee Structure
Office Location
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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
Susan Mims Work History
Strategic Asset Management
Dempsey Lord Smith, LLC
Mims Financial Services
Joint Emergency Communication
Susan Mims Independent Insurance
City Of Iowa City
United Planners Financial Services
Cambridge Investment Research, Inc
Rda Financial Network, Inc
Rda Financial Network
Disclosures
Please visit the SEC profile of Susan Mims 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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