Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Strategic Asset Management LLC. financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Strategic Asset Management LLC. office in Minnesota, by city and A to Z.

The short answer

5 registered advisors work at Strategic Asset Management LLC. in Minnesota, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Rochester (3). 3 list the CFP designation and 2 are also registered broker representatives.

Strategic Asset Management LLC. advisors by city in Minnesota

Every firm in Minnesota →

Rochester 3Minneapolis 1St. Paul 1

Strategic Asset Management LLC. advisors in Minnesota, A to Z

Search by name →

Strategic Asset Management LLC. advisors in every state →Strategic Asset Management LLC.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Strategic Asset Management LLC. in other states

Iowa 3

Questions

How many Strategic Asset Management LLC. financial advisors are in Minnesota?

5 investment adviser representatives are registered at Strategic Asset Management LLC. offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 3 list the CFP designation and 2 are also registered as broker representatives.

Where in Minnesota does Strategic Asset Management LLC. have the most advisors?

Rochester, with 3, then Minneapolis (1). Strategic Asset Management LLC. has advisors in 3 cities in Minnesota.

How do I check a Strategic Asset Management LLC. advisor in Minnesota?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Strategic Asset Management LLC. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.