Susan Marshall Mims
Investment adviser representative at Strategic Asset Management LLC.
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Strategic Asset Management LLC.Oct 2020 to now
- Dempsey Lord Smith, LLCOct 2020 to now
- Mims Financial ServicesJun 2018 to now
- Joint Emergency CommunicationJan 2012 to now
- Susan Mims Independent InsuranceSep 2010 to now
- City of Iowa CityJan 2010 to now
- United Planners Financial ServicesJul 2016 to Oct 2020
- Rda Financial Network, Inc.Sep 2010 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 4202677
- Firm CRD
- 306384