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Rebecca Baedke

STRATEGIC ASSET MANAGEMENT LLC.·ROCHESTER, Minnesota
SIE, Series 7, Series 63, Series 99TOClean recordSTRATEGIC ASSET MANAGEMENT LLC.
2434 SUPERIOR DRIVE NW, ROCHESTER, MN 55901CRD# 4055455Firm CRD# 306384

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rebecca Baedke · ROCHESTER, MN
Registration
CRD #4055455 · STRATEGIC ASSET MANAGEMENT LLC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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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04

Frequently Asked Questions

What services does Rebecca Baedke offer?
Rebecca Baedke specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, Minnesota for a consultation.
What are Rebecca Baedke's credentials?
Rebecca Baedke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Baedke located?
Rebecca Baedke 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 Rebecca Baedke charge for services?
Rebecca Baedke'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
Gregory Brian Nelson
ROCHESTER, MN
CFP

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