# STRATEGIC ASSET MANAGEMENT LLC.

STRATEGIC ASSET MANAGEMENT LLC. of ROCHESTER, MN is an SEC-registered investment adviser.

## Registration

- CRD: 306384
- Type: SEC-registered investment adviser
- SEC file number: 801-120401
- Location: 2434 SUPERIOR DRIVE NW, SUITE 101, ROCHESTER, MN, 55901
- Phone: 888-526-8755
- Latest filing: 2026-01-22
- Regulatory AUM: $218.3M
- Discretionary AUM: $218.3M
- Clients: 11
- Accounts: 233

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (7)

| 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 | — |


## Branch offices (8)

| 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306384/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306384/similar
- Related entities: https://search.stillhousedata.com/firm/306384/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306384

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.