Johan Erik Strand
Investment adviser representative at Badgley Phelps Wealth Managers
19 yearsExperience
1 stateRegistered in
CFADesignation
$7.3BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Badgley Phelps Wealth Managers, LLCFeb 2023 to now
- JsreJul 2019 to Jan 2023
- Swedbank RoburDec 2007 to Jun 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WA).
Badgley Phelps Wealth Managers
Legal name: Badgley Phelps Wealth Managers, LLC
$7.3BAssets managed
1,356Clients
28Advisers
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
- 7704787
- Firm CRD
- 315440