David J Willeumier

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 03/2021
  Rda Financial Network, Inc
  North Liberty, IA
• 07/2016 → 03/2021
  United Planners Financial Services
  Scottsdale, AZ
• 08/2010 → Present
  Dw Capital Management Llc
  Schaumburg, IL
• 07/2016 → 03/2021
  Rda Financial Network, Inc
  Schaumburg, IL
• 07/2016 → Present
  Junior Achievement
  River Grove, IL
• 07/2016 → Present
  David Willeumier & Dw Capital Management Llc
  Schaumburg, IL
• 03/2021 → Present
  Strategic Asset Management, Llc
  Rochester, MN
• 03/2021 → Present
  Dempsey Lord Smith, Llc
  Rome, GA

Previous Registrations

• 2010-06-17 → 2021-03-10
  Rda Financial Network
  Schaumburg, IL
  Schaumburg, IL
• 2008-08-18 → 2010-05-07
  Hsbc Securities (Usa) Inc.
  Mettawa, IL
• 2007-02-02 → 2008-08-14
  Ubs Financial Services Inc.
  Barrington, IL

Other Businesses

1.) DAVID WILLEUMIER & DW CAPITAL MANAGEMENT LLC - Insurance agent - Insurance sales - Schaumburg, IL - Since 07/2016 - Investment Related 2.) STRATEGIC ASSET MANAGEMENT, LLC - IAR SINCE 3/2021 - INVESTMENT RELATED 4.) GRADIENT - FIXED INDEXED ANNUITY - AGENT - 9/2023

Exams

• S66 Uniform Combined State Law Examination
  2007-01-31
• S63 Uniform Securities Agent State Law Examination
  2004-06-04

Other Names

• David John Willeumier