STRATEGIC WEALTH INVESTMENT GROUP, LLC of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 165474). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Jordan Schwartz | PARTNER | Seattle, WA |
| Chandra Ellen Halverson | CHIEF COMPLIANCE OFFICER | Minneapolis, MN |
| Matthew James Dicken | FOUNDER/CEO | — |
| Laurin Mackenzie Scaffidi | DIRECTOR OF CULTURE; DIRECTOR OF CULTURE & STRATEGIC INITIATIVES | — |
| Peter Casey Gayle | CCO | — |
| Dustin Stanley | PARTNER | — |
| Jacob Provart | DIRECTOR OF FINANCIAL PLANNING | — |
| SWENDIMAN MATTHEW ASHLEY | CHIEF COMPLIANCE OFFICER | — |
| DICKEN MATTHEW JAMES | FOUNDER/CEO | — |
| STANLEY DUSTIN | OWNER; PARTNER | — |
| SCHWARTZ JORDAN | PARTNER | — |
| VANDER POL JASON CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |
| Robinson Edmund Douglas | CHIEF COMPLIANCE OFFICER | — |
| PROVART JACOB | DIRECTOR OF FINANCIAL PLANNING | — |
| Scaffidi Laurin Mackenzie | DIRECTOR OF CULTURE | — |