The Strategic Wealth Management Group Company Profile, Contacts & Intelligence
The Strategic Wealth Management Group Overview
We are a Comprehensive Wealth Management Services Firm. Starting with your goals and current financial situation, we create financial plans and investment portfolios to match your goals, time horizon, and risk levels. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Strategic Wealth Management Group is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872).
- Headquarters
- Mansfield, Ohio, United States
- Industry
- Investment Management
- Founded
- 2016
- NAICS
- Other Financial Investment Activities, Portfolio Management
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