Strategic Wealth Group
At Strategic Wealth Group, our team of dedicated advisors, CPAs, and support staff have our client’s goals in mind every step of the way. From the first meeting onward, we use sophisticated financial, tax, and estate planning strategies that our clients can feel confident about. We know that financial plans are forever evolving, so our plans are built to change as your financial journey changes. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Strategic Wealth Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
20
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- BO
Ben Ollila
Wealth Advisor · Finance & Accounting
EmailPhone - CL
Chad Lea
Wealth Advisor · Finance & Accounting
EmailPhone - MM
Matt Merrick
Wealth Advisor · Finance & Accounting
EmailPhone - JW
John W. Lindberg
Certified Financial Planner · Finance & Accounting
EmailPhone - SB
Sarah Bennett
Customer Service Specialist · Customer/Client Service
EmailPhone - GM
George Mulwee
Chief Compliance Officer Wealth Advisor · Other
EmailPhone - SP
Stan Ponkin
Copeland Buhl · Other
EmailPhone - SP
Steven Popowitz
Health Insurance & Paraplanning Lead · Other
EmailPhone - TH
Tyler Hirth
Wealth Advisor, Partner · Finance & Accounting
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Strategic Wealth Group
11 distinct titles indexed · top 10 shown.
- 9wealth advisor
- 1certified financial planner
- 1chief compliance officer wealth advisor
- 1copeland buhl
- 1customer service specialist
- 1financial advisor at
- 1financial advisor at strategic wealth group
- 1financial assistant
- 1health insurance & paraplanning lead
- 1operations manager
- +1more titles
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