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David Dreier

Strategic Wealth Investment Group, LLC

Louisville, KY

Mason, OH

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Current Employers
Strategic Wealth Investment Group, Llc

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-03
  • OH RA
    APPROVED
    Since 2026-08-03

Branch Locations

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

5181 Natorp Blvd #100, Mason, OH 45040 • 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
Valmark Advisers Akron OH 05/2026 07/2026
Peak Retirement Planning, Inc. Columbus OH 01/2025 03/2026
P413 Sports Moraine OH 12/2021 12/2024
Dayton Christian School Miamisburg OH 03/2017 05/2020
Home School Dubque IA 08/2014 02/2017
Cedarville University Cedarville OH 05/2020 12/2021
Strategic Wealth Designers Mason OH 07/2026 Present
Secure Future Advisors Kettering OH 05/2026 06/2026
Unemployed Centerville OH 04/2026 05/2026
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-31
  • S65 Uniform Investment Adviser Law Examination
    2025-03-31
Other Names
  • Andrew Dreier
  • David Andrew Ray Dreier

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
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WAYCROSS PARTNERS, LLC · LOUISVILLE, KY
PNC WEALTH MANAGEMENT LLC · Louisville, KY
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