Nathan Andrew Lovik
Investment adviser representative at Strategic Asset Management LLC.
16 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
16 years in the industry.
- Strategic Asset Management LLC.Jul 2023 to now
- Nathan LovikAug 2007 to now
- First Citizens BankApr 2023 to Jul 2023
- Strategic Asset Management LLC.Nov 2019 to Mar 2023
- Star Capital Inc.Oct 2017 to Mar 2023
- Strategic Tax and RetirementOct 2017 to Mar 2023
- Peak Brokerage Services, LLCOct 2017 to Aug 2019
- United Planners Financial ServicesAug 2016 to Oct 2017
- Rda Financial Network, Inc.Mar 2013 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (IA, MN).
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
- 5323456
- Firm CRD
- 306384