David Mark Stryzewski

Employer firm

Spg Advisors LLC CRD 284496

$535M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 10/2010 → Present
  Strategic Benefits, Inc. Dba Sound Planning Group
  Kirkland, WA
• 06/2016 → Present
  Spg Advisors Llc
  Kirkland, WA
• 03/2018 → Present
  Sound Tax Planning Llc
  Kirkland, WA
• 06/2016 → 01/2019
  Spg Advisors Llc
  Kirkland, WA

Previous Registrations

• 2015-08-05 → 2016-07-05
  Synergy Asset Management, Llc
  Kirkland, WA
  Vancouver, WA
• 2014-07-02 → 2015-11-03
  Redhawk Wealth Advisors, Inc.
  Bellevue, WA

Other Businesses

Mr. Stryzewski is the owner of Sound Tax Planning LLC; a tax planning firm which employs CPA's and attorneys to assist in the formulation of various tax and legal documents. Approximately 10% of his time is spent in this capacity. Mr. Stryzewski is an insurance agent with Sound Planning Group and spends approximately 40% of his time in this capacity. Lastly, Mr. Stryzewski also acts as a National Mentor, Educator and Trainer for Simplicity Financial Marketing Inc. providing financial education and marketing training to advisors around the country. Less than 5% of his time is spent in this capacity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-17