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CRD 3121971
Strategic Asset Management, LLC CRD 115893
$35.6M regulatory AUM 259 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1903 N Street, Belleville, KS 66935-2248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2017-10-05 |
| MO | RA | APPROVED | 2010-10-01 |
| KS | RA | APPROVED | 1998-10-02 |
Branch Locations
820 Kansas Avenue Po Box 334, Atchison, KS 66002 • United States
1515 East 6Th Street Po Box 393, Concordia, KS 66901 • United States
1903 "N" Street, Belleville, KS 66935 • United States
226 W. Main St., Suite 9, Valley Center, KS 67147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Asset Management, Llc | Belleville | KS | 07/1998 | Present |
| Gottschalk & Company, Cpa'S, Llc | Belleville | KS | 01/2002 | Present |
1)GOTTSCHALK, INC.-NOT INVESTMENT RELATED- 1903 "N" ST.,BELLEVILLE,KS-MANAGEMENT SERVICES-PRESIDENT-12/1993 TO CURRENT-2 HRS/MO-NO TRADING HRS-MGT. 2)GOTTSCHALK, LLC-1903 "N" ST.,BELLEVILLE,KS-RENTAL-MEMBER-01/2017 TO CURRENT 1 HR/MO NO TRADING HRS-MEMBER 3)JJAA, INC.-NOT INVESTMENT RELATED-1903 "N" ST.,BELLEVILLE, KS-MANAGEMENT SERVICES-PRESIDENT-12/2005 TO CURRENT-1 HR/MO-NO TRADING HRS-MGT 4)GOTTSCHALK & COMPANY, CPA'S, LLC.-NOT INVESTMENT RELATED-PO BOX 541, BELLEVILLE,KS-CPA FIRM-PRESIDENT-09/1998 TO CURRENT-120 HR/MO-HRS-MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-24 |
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