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Paul Stephan Burmeister

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC·MINNETONKA, Minnesota
SIE, Series 7, Series 66Clean record15 years registeredSTRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC
16192 HWY 7, MINNETONKA, MN 55345CRD# 4720690Firm CRD# 284430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Stephan Burmeister · MINNETONKA, MN
Registration
CRD #4720690 · STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

STRATEGIC WEALTH GROUP
Aug 2016 – present
CETERA ADVISORS LLC
Apr 2013 – Aug 2016
MINNETONKA, MN
FIRST ALLIED ADVISORY SERVICES, INC.
Jun 2012 – Apr 2013
HASTINGS, MN
FIRST ALLIED SECURITIES, INC.
Mar 2011 – Jul 2012
HASTINGS, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 10, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC
CRD 284430 · SEC 801-108208
AUM
$932M
Regulatory assets under management
Employees
18
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 →
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05

Frequently Asked Questions

What services does Paul Stephan Burmeister offer?
Paul Stephan Burmeister specializes in Financial Planning, Investment Management. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Paul Stephan Burmeister's credentials?
Paul Stephan Burmeister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Stephan Burmeister located?
Paul Stephan Burmeister is based in MINNETONKA, Minnesota, working with STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does Paul Stephan Burmeister charge for services?
Paul Stephan Burmeister'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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Other Advisors at STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

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EDEN PRAIRIE, MN
CFP
George William Mulwee
EDEN PRAIRIE, MN
Tyler David Hirth
EDEN PRAIRIE, MN
CFP
Jonathan David Rienstra
MINNETONKA, MN

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