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Current Employers
Strategic Wealth Group

7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-03
MN RA APPROVED 2021-02-17
  • TX RA
    APPROVED
    Since 2021-03-03
  • MN RA
    APPROVED
    Since 2021-02-17

Branch Locations

7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • 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
Lpl Financial Llc Minnetonka MN 12/2014 03/2017
Strategic Wealth Group Registered Investment Advisors, Llc Minnetonka MN 03/2017 02/2021
Strategic Wealth Group Registered Investment Advisors, Llc Eden Prairie MN 02/2021 Present
Lpl Financial Llc Minnetonka MN 03/2015 10/2020
Amanda Berry, Sole Proprietor Eden Prairie MN 02/2021 Present
Amanda Berry, Sole Proprietor Minnetonka MN 01/2015 Present
Lpl Financial Llc Eden Prairie MN 02/2015 Present
Assetwise Capital Llc Minnetonka MN 05/2024 Present
  • 12/2014 → 03/2017
    Lpl Financial Llc
    Minnetonka, MN
  • 03/2017 → 02/2021
    Strategic Wealth Group Registered Investment Advisors, Llc
    Minnetonka, MN
  • 02/2021 → Present
    Strategic Wealth Group Registered Investment Advisors, Llc
    Eden Prairie, MN
  • 03/2015 → 10/2020
    Lpl Financial Llc
    Minnetonka, MN
  • 02/2021 → Present
    Amanda Berry, Sole Proprietor
    Eden Prairie, MN
  • 01/2015 → Present
    Amanda Berry, Sole Proprietor
    Minnetonka, MN
  • 02/2015 → Present
    Lpl Financial Llc
    Eden Prairie, MN
  • 05/2024 → Present
    Assetwise Capital Llc
    Minnetonka, MN
Other Businesses

1. 06/03/2024 - AssetWise Capital LLC - Business Entity For Tax/Investment Purposes Only - Owner - Not Investment Related - Start Date 05/10/2024 - 0 Hours Per Month/ During Trading 2. 06/26/2024 - Strategic Wealth Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/10/2024 - 160 Hrs/Mo; 120 Hrs During Trading. 3. 07/26/2024 - Strategic Wealth Group RIA LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/24/2024 - 40 Hours Per Month/ 20 Hours During Trading - I provide investment advisory services through Strategic Wealth Group, an independent investment advisor firm. I started this business activity in 06/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/16/2024- Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 1 Hour Per Month/ 0 Hours During Trading 5) 02/26/2025 - AMANDA BERRY - Not Investment Related - Home Based - Tax Prep/Accounting/CPA - Start Date:01/27/2025 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-20
  • S66 Uniform Combined State Law Examination
    2015-03-20
Designations
Other Names
  • Amanda Suzanne Glendy
  • Amanda Suzanne Glendy Svebakken

View on SEC IAPD

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