David Dreier

Employer firm

Strategic Wealth Investment Group, LLC CRD 165474

$1.38B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2026 → 07/2026
  Valmark Advisers
  Akron, OH
• 01/2025 → 03/2026
  Peak Retirement Planning, Inc.
  Columbus, OH
• 12/2021 → 12/2024
  P413 Sports
  Moraine, OH
• 03/2017 → 05/2020
  Dayton Christian School
  Miamisburg, OH
• 08/2014 → 02/2017
  Home School
  Dubque, IA
• 05/2020 → 12/2021
  Cedarville University
  Cedarville, OH
• 07/2026 → Present
  Strategic Wealth Designers
  Mason, OH
• 05/2026 → 06/2026
  Secure Future Advisors
  Kettering, OH
• 04/2026 → 05/2026
  Unemployed
  Centerville, OH

Previous Registrations

• 2026-05-27 → 2026-07-06
  Valmark Advisers, Inc.
  Kettering, OH
• 2025-05-07 → 2026-04-02
  Peak Retirement Planning, Inc.
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-31

Other Names

• Andrew Dreier
• David Andrew Ray Dreier