STRATEGIC ASSET MANAGEMENT LLC. of ROCHESTER, MN is an SEC-registered investment adviser (CRD 306384). Regulatory assets under management: $218.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Gregory Brian Nelson | PRESIDENT AND OWNER | — |
| Nathan Andrew Lovik | CCO | — |
| BAEDKE REBECCA ANN | CHIEF COMPLIANCE OFFICER | — |
| LOVIK NATHAN ANDREW | CCO; MANAGING MEMBER | — |
| NELSON GREGORY BRIAN | PRESIDENT AND OWNER | — |
| LOVIK NATHAN | CHIEF COMPLIANCE OFFICER | — |
| BAEDKE REBECCA | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| IOWA CITY | IA | 1 | 888-526-8755 |
| EAST DUNDEE | IL | 1 | 630-924-8100 |
| — | — | 1 | 612-718-5129 |
| — | — | 1 | 763-442-6110 |
| IOWA CITY | IA | 1 | 888-526-8755 |
| EAST DUNDEE | IL | 1 | 630-924-8100 |
| — | — | 1 | 612-718-5129 |
| — | — | 1 | 763-442-6110 |