Monica Rae Mims
Investment adviser representative at Strategic Asset Management LLC.
11 yearsExperience
1 stateRegistered in
$218.3MFirm assets
5 yearsFirm in business
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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
11 years in the industry.
- Strategic Asset Management LLC.Jan 2021 to now
- Think Iowa CityJan 2020 to now
- Self Employed - Mims FinancialAug 2019 to now
- Rda Financial NetworkJan 2020 to Oct 2020
- Southeast Community School DistrictAug 2018 to Jun 2019
- The Market GardenJul 2018 to May 2019
- University of RichmondSep 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7048561
- Firm CRD
- 306384