Unclaimed Profile

George William Mulwee

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC·EDEN PRAIRIE, Minnesota

SIE, Series 4, Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, Series 66Clean record12 years registeredSTRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

7820 TERREY PINE CT, #200, EDEN PRAIRIE, MN 55347CRD# 4144139Firm CRD# 284430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George William Mulwee · EDEN PRAIRIE, MN

Registration

CRD #4144139 · STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC · 12 years registered

Brand Profile

Not yet started

Career History

STRATEGIC WEALTH GROUP

Aug 2017 – present

CETERA ADVISORS LLC

Jan 2015 – Jul 2017

DENVER, CO

CETERA ADVISORS LLC

Jun 2014 – Jan 2015

DENVER, CO

WOODBURY FINANCIAL SERVICES, INC.

Jan 2014 – May 2014

OAKDALE, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 26

Series 51

Series 63

Series 66

Registration record

First registered · January 27, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

CRD 284430 · SEC 801-108208

AUM

$932M

Regulatory assets under management

Employees

4,480 client accounts

Services offered by STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC →

Introduction

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Frequently Asked Questions

What services does George William Mulwee offer?

George William Mulwee specializes in Financial Planning, Investment Management. Contact their office in EDEN PRAIRIE, Minnesota for a consultation.

What are George William Mulwee's credentials?

George William Mulwee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George William Mulwee located?

George William Mulwee is based in EDEN PRAIRIE, Minnesota, working with STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC. Their office serves clients in the EDEN PRAIRIE metropolitan area and surrounding communities.

How does George William Mulwee charge for services?

George William Mulwee's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC?

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC has approximately 18 employees and manages $932M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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