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David Lester Darner

Strategic Asset Management LLC.

Iowa City, IA

CRD 1053765

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Employer firm

Strategic Asset Management LLC. CRD 306384

$218M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Strategic Asset Management Llc.

2434 Superior Drive Nw Suite 101, Rochester, MN 55901 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-10
IA RA APPROVED 2020-10-27
  • TX RA
    APPROVED
    Since 2021-03-10
  • IA RA
    APPROVED
    Since 2020-10-27

Branch Locations

2346 Mormon Trek Blvd Suite 2700, Iowa City, IA 52246 • 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
Rda Financial Network Coralville IA 01/2011 10/2020
United Planners Financial Services Scottsdale AZ 06/2016 10/2020
Independent Insurance Coralville IA 06/1980 Present
David L. Darner Coralville IA 08/2016 Present
Strategic Asset Management Rochester MN 10/2020 Present
  • 01/2011 → 10/2020
    Coralville, IA
  • 06/2016 → 10/2020
    United Planners Financial Services
    Scottsdale, AZ
  • 06/1980 → Present
    Independent Insurance
    Coralville, IA
  • 08/2016 → Present
    David L. Darner
    Coralville, IA
  • 10/2020 → Present
    Strategic Asset Management
    Rochester, MN
Previous Registrations
Other Businesses

1)DAVID DARNER - Agent - insurance sales, non-variable - INVESTMENT RELATED - 07/18/2016 - Iowa City, IA 2)STRATEGIC ASSET MANAGEMENT, LLC. - Investment Advisor Representative - Advisory Business - INVESTMENT RELATED - 10-2020 - PRESENT, ROCHESTER,MN 3)DAVID L. DARNER - OWNER - notary - INVESTMENT RELATED - 08/01/2016 -Coralville IA 4)Chamber Singers of IC - Member/Treasurer - 501c Community Choir - Not Investment Related - 0 Hours spent during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-11-15
  • S63 Uniform Securities Agent State Law Examination
    1984-11-15

View on SEC IAPD

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