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Gregory Brian Nelson

STRATEGIC ASSET MANAGEMENT LLC.·ROCHESTER, Minnesota
SIE, Series 7, Series 63CFPClean record13 years registeredSTRATEGIC 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. · 13 years registered
Brand Profile
Not yet started
01

Career History

STRATEGIC ASSET MANAGEMENT LLC.
Feb 2023 – present
STAR CAPITAL INC.
Jul 2014 – present
NEXT FINANCIAL GROUP, INC.
Feb 2013 – Oct 2015
ROCHESTER, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · February 21, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATEGIC ASSET MANAGEMENT LLC.
CRD 306384 · SEC 801-120401
AUM
$118M
Regulatory assets under management
Employees
7
566 client accounts
Services offered by STRATEGIC ASSET MANAGEMENT LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRATEGIC ASSET MANAGEMENT LLC. →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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
CFP
Rebecca Baedke
ROCHESTER, MN

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