CCO · Strategic Asset Management LLC.
Rebecca A. Baedke
CRD 4055455 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Strategic Asset Management LLC., an SEC-registered wealth manager based in Rochester, MN with $218 million in regulatory assets, lists Rebecca A. Baedke on its Form ADV as CCO, a control person. The SEC filings also name Rebecca at 1 other registered adviser.
Firms and roles
- Strategic Asset Management LLC.CCOWealth manager · Rochester, MN · $218M in regulatory assets
- Lane Family Wealth ManagementChief Compliance OfficerWealth manager · North Liberty, IA · $143M in regulatory assets
AtlasMembers
Rebecca’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gregory B. NelsonPresident and Owner, Strategic Asset Management LLC.
- David P. SenkyrPresident, Lane Family Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rebecca’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.