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7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-12-03 |
Branch Locations
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fbl Marketing Services, Llc | Chaska | MN | 04/2014 | 11/2019 |
| Lpl Financial Llc | Eden Prairie | MN | 10/2019 | Present |
| Strategic Wealth Group Registered Investment Advisor, Llc | Eden Prairie | MN | 11/2019 | Present |
| Running Management Group | Eden Prairie | MN | 11/2019 | Present |
| Fbl Marketing Services, Llc | Chaska | MN | 04/2013 | 11/2019 |
1. 10/31/2019 - Strategic Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/11/2019 - Strategic Wealth Group RIA - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 111/1/2019 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Strategic Wealth Group Registered Investment Advisor, LLC, an independent investment advisor firm. I started this business activity in 11/2019. I expect to spend approximately 160 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. 3. 12/12/2019 - Strategic Wealth Group Registered Investment Advisor, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/01/2019 - 160 Hours Per Month During Securities Trading. 4. 09/21/2022 - Strategic Tax Group - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Client Relation Specialist - Start Date - 09/12/2022 - 5 Hours Per Month/5 Hours During Securities Trading 5. 12/01/2022 - Strategic Wealth Group - DBA: Running Wealth Management Group - Investment Related - Registered Investment Advisor DBA - IAR - Start Date - 11/14/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Running Wealth Management Group, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 160 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. 6. 12/15/2022 - Strategic Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/12/2022 - 160 Hours Per Month/160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-21 |
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