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Gregory Brian Nelson

STRATEGIC ASSET MANAGEMENT LLC.·ROCHESTER, Minnesota
Clean recordSTRATEGIC ASSET MANAGEMENT LLC.
2434 SUPERIOR DRIVE NW, ROCHESTER, MN 55901CRD# 3019785Firm CRD# 306384

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Brian Nelson · ROCHESTER, MN
Registration
CRD #3019785 · STRATEGIC ASSET MANAGEMENT LLC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory Brian Nelson is a registered financial advisor based in ROCHESTER, Minnesota, affiliated with STRATEGIC ASSET MANAGEMENT LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STRATEGIC ASSET MANAGEMENT LLC.
STRATEGIC ASSET MANAGEMENT LLC.
AUM
$118M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at STRATEGIC ASSET MANAGEMENT LLC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3019785
Firm CRD# 306384
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Brian Nelson offer?
Gregory Brian Nelson specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, Minnesota for a consultation.
What are Gregory Brian Nelson's credentials?
Gregory Brian Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Brian Nelson located?
Gregory Brian Nelson is based in ROCHESTER, Minnesota, working with STRATEGIC ASSET MANAGEMENT LLC.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Gregory Brian Nelson charge for services?
Gregory Brian Nelson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC ASSET MANAGEMENT LLC.?
STRATEGIC ASSET MANAGEMENT LLC. has approximately 7 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRATEGIC ASSET MANAGEMENT LLC.

Nathan Andrew Lovik
ROCHESTER, MN
Rebecca Baedke
ROCHESTER, MN

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