Unclaimed Profile

Brian Lavern Placzek

STRATEGIC INCOME MANAGEMENT, LLC·SEATTLE, Washington

Series 2, Series 6, Series 63, Series 65Clean record32 years registeredSTRATEGIC INCOME MANAGEMENT, LLC

SUITE 713, SEATTLE, WA 98109CRD# 2376076Firm CRD# 151956

Profile Verification

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

Identity

Brian Lavern Placzek · SEATTLE, WA

Registration

CRD #2376076 · STRATEGIC INCOME MANAGEMENT, LLC · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC INCOME MANAGEMENT, LLC

STRATEGIC INCOME MANAGEMENT, LLC

Nov 2010 – Nov 2023

SEATTLE, WA

EDGE ASSET MANAGEMENT, INC.

Mar 1994 – Nov 2010

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 63

Series 65

Registration record

First registered · March 3, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC INCOME MANAGEMENT, LLC

CRD 151956 · SEC 801-71765

AUM

$1.9B

Regulatory assets under management

Employees

5 client accounts

Services offered by STRATEGIC INCOME MANAGEMENT, LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at STRATEGIC INCOME MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Lavern Placzek offer?

Brian Lavern Placzek specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Brian Lavern Placzek's credentials?

Brian Lavern Placzek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Lavern Placzek located?

Brian Lavern Placzek is based in SEATTLE, Washington, last registered with STRATEGIC INCOME MANAGEMENT, LLC.

How does Brian Lavern Placzek charge for services?

Brian Lavern Placzek's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC INCOME MANAGEMENT, LLC?

STRATEGIC INCOME MANAGEMENT, LLC has approximately 7 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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