John Mathew Gehri
Investment adviser representative at Strategic Wealth Investment Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$1.4BFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Wealth Investment Group, LLCJun 2024 to now
- John M GehriJun 2024 to now
- Strategic Wealth InvestmentJun 2024 to now
- 9258 Wealth ManagementMay 2023 to Jun 2024
- Mass Mutual Insurance CompanyJan 2023 to May 2023
- MML Investors Services, LLCJan 2023 to May 2023
- Harvest Financial AdvisorsJun 2021 to Jan 2023
- Fidelity Brokerage Services LLCMay 2015 to Jun 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Strategic Wealth Investment Group, LLC
$1.4BAssets managed
3,900Clients
33Advisers
6 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
- 4980590
- Firm CRD
- 165474