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Wade Michael Johnson

Strategic Asset Management LLC.

Iowa City, IA

CRD 4292446

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Employer firm

Strategic Asset Management LLC. CRD 306384

$218M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Asset Management Llc.

2434 Superior Drive Nw Suite 101, Rochester, MN 55901 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-01-26
IA RA APPROVED 2021-01-04
  • MN RA
    APPROVED
    Since 2022-01-26
  • IA RA
    APPROVED
    Since 2021-01-04

Branch Locations

2346 Mormon Trek Blvd Suite 2700, Iowa City, IA 52246 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rda Financial Network Coralville IA 09/2017 09/2019
Northwest Bank And Trust Davenport IA 09/2019 02/2020
Ridgeline Financial Strategies Cascade IA 02/2020 Present
Star Capital Inc. Cascade IA 03/2020 12/2020
N/A Cedar Rapids IA 04/2016 09/2017
Strategic Asset Management Rochester MN 01/2021 Present
  • 09/2017 → 09/2019
    Coralville, IA
  • 09/2019 → 02/2020
    Northwest Bank And Trust
    Davenport, IA
  • 02/2020 → Present
    Ridgeline Financial Strategies
    Cascade, IA
  • 03/2020 → 12/2020
    Cascade, IA
  • 04/2016 → 09/2017
    N/A
    Cedar Rapids, IA
  • 01/2021 → Present
    Strategic Asset Management
    Rochester, MN
Previous Registrations
Other Businesses

1.) Ridgeline Financial Strategies is my DBA. It is used for marketing purposes only. 2.) WADE JOHNSON INDEPENDENT INSURANCE - AGENT - IOWA CITY, IA - SINCE 01/2022 - INVESTMENT RELATED - SPENDS 20 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-17
  • S66 Uniform Combined State Law Examination
    2000-11-17

View on SEC IAPD

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