Best Investors Account Sign in
Inactive

Erik Richard Bosman

Strategic Wealth Investment Group, LLC

Louisville, KY

Denver, CO

CRD 7337389

Claim This Profile
Employer firm

Strategic Wealth Investment Group, LLC CRD 165474

$1.38B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Strategic Wealth Investment Group, Llc

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-04-01
KY RA APPROVED 2025-04-01
  • CO RA
    APPROVED
    Since 2025-04-01
  • KY RA
    APPROVED
    Since 2025-04-01

Branch Locations

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

4660 S Syracuse St Suite 100, Denver, CO 80237 • 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
Chefs Hat Cafe Ephraim WI 01/2011 09/2020
Strategic Wealth Designers Louisville KY 10/2020 Present
Strategic Wealth Investment Group, Llc Louisville KY 02/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-09
  • S65 Uniform Investment Adviser Law Examination
    2021-03-09

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
MORGAN STANLEY
WAYCROSS GP, LLC

Nearby Investors

REBECCA ANN LOVAN
Donald R Dentinger
MAYNARD EDWIN HOPPER

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY

More in Louisville, KY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor