Home
›
Firms
›
STRATEGIC WEALTH PARTNERS GROUP, LLC
STRATEGIC WEALTH PARTNERS GROUP, LLC
STRATEGIC WEALTH PARTNERS
DEERFIELD, Illinois
·
6 registered advisors
·
CRD# 174052
SEC# 801-80683
1
(224) 632-1600
01
Firm Overview
AUM
$3.5B
Regulatory assets under management
Employees
45
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STRATEGIC WEALTH PARTNERS GROUP, LLC
6 registered advisors
David James Copeland
DEERFIELD, Illinois
CRD# 1011917
Jessica Elizabeth Pickens
DEERFIELD, Illinois
CRD# 4911549
Lindsay M Pflug
DEERFIELD, Illinois
CRD# 7720390
Moira Ellen Fahey-Ullrich
DEERFIELD, Illinois
CRD# 4993609
Neal Howard Price
DEERFIELD, Illinois
CRD# 2119194
Toni E Bregenzer
DEERFIELD, Illinois
CRD# 7720383
05
Office Locations
DEERFIELD, Illinois
6 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. STRATEGIC WEALTH PARTNERS GROUP, LLC (CRD# 174052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.