Spencer Bryzeal

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:

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

Current Employers

Employment History

• 06/2021 → 08/2022
  Securian Financial Services Inc
  Saint Paul, MN
• 06/2021 → 08/2022
  Minnesota Life Insurance Company
  Saint Paul, MN
• 06/2021 → 08/2022
  Renaissance Financial Corp
  St. Louis, MO
• 05/2020 → 08/2020
  Lou Fusz Automotive
  St. Louis, MO
• 05/2019 → 08/2019
  Clayton Valet Parking
  Clayton, MO
• 05/2018 → 08/2018
  Meadowbrook Country Club
  Ballwin, MO
• 08/2020 → 04/2021
  University Of Mississippi
  Oxford, MS
• 08/2019 → 05/2020
  University Of Mississippi
  Oxford, MS
• 08/2018 → 05/2019
  University Of Mississippi
  Oxford, MS
• 05/2017 → 05/2018
  University Of Mississippi
  Oxford, MS
• 08/2016 → 05/2017
  Chaminade College Preparatory
  St. Louis, MO
• 08/2022 → Present
  Strategic Wealth Designers
  Dallas, TX

Previous Registrations

• 2021-09-07 → 2022-08-10
  Securian Financial Services, Inc.
  St. Louis, MO

Other Businesses

RF BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/22/2021, Ednded 8/2022 ADDRESS: 5700 Oakland Ave, Suite 400, St Louis MO 63110, United States DESCRIPTION: Other: Group RFC advisors place health insurance coverage for individuals and entities through RF Brokerage. CO-OP INSURANCE AGENCY POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/22/2021 ADDRESS: 12250 El Camino Real, Suite 160, San Diego CA 92130, United States DESCRIPTION: RFC advisors use Co-Op Insurance services to obtain underwriting for difficult cases. ST. JUDE CHILDREN'S RESEARCH HOSPITAL POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 680 Craig Rd, St. Louis MO 63141, United States DESCRIPTION: I am organizing a third-party event that will raise money for St. Jude. I will not gain any money through the event, all proceeds will go directly to St. Jude. YOUNG FRIENDS OF KIDS BOARD POSITION: Member NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 16 Sunnen Dr, Str. Louis MO 63143, United States DESCRIPTION: I am apart of the Friends of Kids Young Board where I create and organize events to raise money for the charity.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-19