STRATEGIC ASSET MANAGEMENT LLC.
CRD #306384 SEC #801-120401 ROCHESTER, MN 888-526-8755
SEC Registered
Total AUM
$124.4M
Discretionary
$124.4M
Employees
7
Clients
0
Accounts
633
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAEDKE, REBECCA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Baedke, Rebecca, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVIK, NATHAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOVIK, NATHAN, ANDREW | I | CCO | NA | Control |
| LOVIK, NATHAN, ANDREW | I | CCO | NA | Control |
| LOVIK, NATHAN, ANDREW | I | CCO | NA | Control |
| LOVIK, NATHAN, ANDREW | I | MANAGING MEMBER | E | Control |
| LOVIK, NATHAN, ANDREW | I | MANAGING MEMBER | E | Control |
| LOVIK, NATHAN, ANDREW | I | MANAGING MEMBER | E | Control |
| LOVIK, NATHAN, ANDREW | I | MANAGING MEMBER | E | Control |
| LOVIK, NATHAN, ANDREW | I | MANAGING MEMBER | E | Control |
| LOVIK, NATHAN, ANDREW | I | MANAGING MEMBER | E | Control |
| LOVIK, NATHAN, ANDREW | I | MANAGING MEMBER | E | Control |
| LOVIK, NATHAN, ANDREW | I | MANAGING MEMBER | E | Control |
| LOVIK, NATHAN, ANDREW | I | MANAGING MEMBER | E | Control |
| LOVIK, NATHAN, ANDREW | I | MANAGING MEMBER | E | Control |
| LOVIK, NATHAN, ANDREW | I | MANAGING MEMBER | E | Control |
| LOVIK, NATHAN, ANDREW | I | MANAGING MEMBER | E | Control |
| NELSON, GREGORY, BRIAN | I | PRESIDENT AND OWNER | E | Control |
| NELSON, GREGORY, BRIAN | I | PRESIDENT AND OWNER | E | Control |
| NELSON, GREGORY, BRIAN | I | PRESIDENT AND OWNER | E | Control |
| NELSON, GREGORY, BRIAN | I | PRESIDENT AND OWNER | E | Control |
| NELSON, GREGORY, BRIAN | I | PRESIDENT AND OWNER | E | Control |
| NELSON, GREGORY, BRIAN | I | PRESIDENT AND OWNER | E | Control |
| NELSON, GREGORY, BRIAN | I | PRESIDENT AND OWNER | E | Control |
| NELSON, GREGORY, BRIAN | I | PRESIDENT AND OWNER | E | Control |
Registrations
Federal
IA
Feb 28, 2025 REGISTERED
Notice Filings (7)
FL IA IL MN NC NY TX
Address
2434 SUPERIOR DRIVE NWSUITE 101
ROCHESTER, MN 55901
United States
Phone: 888-526-8755