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Strategic Wealth Investment Group, LLC CRD 165474
$1.38B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
4600 S Syracuse St Suite 100, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Minneapolis | MN | 05/2017 | 07/2019 |
| University Of Minnesota | Minneapolis | MN | 08/2013 | 07/2017 |
| Fidelity Investments | Greenwood Village | CO | 08/2019 | 09/2020 |
| Strategic Wealth Investment Group, Llc | Denver | CO | 10/2020 | Present |
| Strategic Wealth Investment Group, Llc | Denver | CO | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-04 |
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