Investment Advisor: Strategic Wealth Management, LLC
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Company: Strategic Wealth Management, LLC
Contact: David W. Smith, CFP, ChFC
20985 Lava Flow
Bend, Oregon, 97701
Phone: (541) 385-6263
Fax:
(541) 323-3640
Website: http://ADVICEFORWEALTH.COM
Helping clients reach their financial goals by overcoming fear, doubt and worry, caused by increasing longevity, market risks, and misinformation. Our ongoing and continuous cash flow based, comparative Financial Planning process drives better decisions
Serves Counties: Clackamas (OR), Crook (OR), Deschutes (OR), Multnomah (OR), Washington (OR)
License #: 1413109
Licensed to sell Insurance Products:No
Licensed to sell securities:Yes
Financial Advisor Experience: Over 25 Years
Designations: Certified Financial Planner, Chartered Financial Consultant
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Options & Futures
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $250,000
License Type: Series 6,Series 7,Series 24,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Financial Planning and Advisory services offered through Strategic Wealth Management, LLC a Registered Investment Adviser. Securities offered through United Planners Financial Services, a broker dealer, member SIPC, FINRA. Strategic Wealth Management an
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