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Stephen Patterson High

Insight Strategic Wealth LLC

Knoxville, TN

Brentwood, TN

CRD 1266152

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Employer firm

Insight Strategic Wealth LLC CRD 147290

$401M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Insight Strategic Wealth Llc

10107 Sherrill Blvd, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-27
TN RA APPROVED 2025-08-01
  • TX RA
    APPROVED
    Since 2025-10-27
  • TN RA
    APPROVED
    Since 2025-08-01

Branch Locations

10107 Sherrill Blvd, Knoxville, TN 37932 • United States

109 Westpark Drive Suite 330, Brentwood, TN 37027 • 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
Kraft Asset Management, Llc Nashville TN 12/2001 08/2025
Insight Strategic Wealth, Llc Knoxville TN 08/2025 Present
Previous Registrations
  • 2004-06-09 → 2025-08-01
    Kraft Asset Management, Llc
    Nashville, TN
Designations
  • Personal Financial Specialist

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES

Nearby Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS

Nearby Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN

More in Knoxville, TN

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