STRATEGIC WEALTH INVESTMENT GROUP, LLC

STRATEGIC WEALTH INVESTMENT GROUP, LLC of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 165474). Regulatory assets under management: $1.4B.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (15)

NameRoleLocation
Jordan SchwartzPARTNERSeattle, WA
Chandra Ellen HalversonCHIEF COMPLIANCE OFFICERMinneapolis, MN
Matthew James DickenFOUNDER/CEO—
Laurin Mackenzie ScaffidiDIRECTOR OF CULTURE; DIRECTOR OF CULTURE & STRATEGIC INITIATIVES—
Peter Casey GayleCCO—
Dustin StanleyPARTNER—
Jacob ProvartDIRECTOR OF FINANCIAL PLANNING—
SWENDIMAN MATTHEW ASHLEYCHIEF COMPLIANCE OFFICER—
DICKEN MATTHEW JAMESFOUNDER/CEO—
STANLEY DUSTINOWNER; PARTNER—
SCHWARTZ JORDANPARTNER—
VANDER POL JASON CHRISTOPHERCHIEF COMPLIANCE OFFICER—
Robinson Edmund DouglasCHIEF COMPLIANCE OFFICER—
PROVART JACOBDIRECTOR OF FINANCIAL PLANNING—
Scaffidi Laurin MackenzieDIRECTOR OF CULTURE—

Branch offices (38)

Showing 15 of 38 offices.

CityStateEmployeesPhone
DENVERCO3303.952.4044
PEORIAAZ3623.544.3424
DENVERCO3303.952.4044
PEORIAAZ3623.544.3424
DALLASTX2972.327.6511
ATLANTAGA2678.638.6363
CORAL GABLESFL2877.934.7687
HOUSTONTX2346.385.0948
TAMPAFL2813.999.2486
CHARLOTTENC2704.817.4233
DALLASTX2972.327.6511
CHARLOTTENC2704.817.4233
TAMPAFL2813.999.2486
HOUSTONTX2346.385.0948
ATLANTAGA2678.638.6363

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