Gregory Brian Nelson
Investment adviser representative at Strategic Asset Management LLC.
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$218.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Strategic Asset Management LLC.Feb 2023 to now
- Peak Brokerage Services, LLCOct 2015 to now
- Star Capital Inc.Jun 2014 to now
- Strategic Retirement Solutions Inc. dba Strategic TaxMay 2002 to now
- Sole ProprietorDec 2000 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Strategic Asset Management LLC.
$218.3MAssets managed
231Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3019785
- Firm CRD
- 306384