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No timeline events available.
Employer Years Dates
Strategic Wealth Management, LLC 10 years, 9 months Apr 2009 - Present
United Planners' Financial Services 10 years, 11 months Feb 2009 - Present
Deschutes Financial, LLC 11 years, 6 months Mar 2007 - Sep 2018

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I have 466K in a 403b thru my employer in a 2025 moderate model. Should I use Morningstar to manage?
Hi Teri,Morningstar has an excellent reputation, and it appears the cost for their services is low compared to industry averages for funds generally. You did not mention the cost structure of the risk management model you are considering as a comparative. If you assume that market performance and...  (more)
Answered May 2015
I no longer work for the company and have funds in account. How can I get access to the account to roll into an IRA?
Hi Anita:You should contact your former employers HR department and inquire about distributions from your plan, the timing of any contributions in the form of Match monies, or Profit Sharing contributions that you may have had coming that had not yet be paid into your account by the employer. Not ...  (more)
Answered May 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Oct 8, 2019
    • license status
    • disclosures
    • as of date
      Oct 8, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


    Strategic Wealth Management, LLC

    Last updated on June 14, 2019
      • $14.6M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 45
      • $325.5K
        Estimated Average Account Balance


    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Commissions