David Dreier
Investment adviser representative at Strategic Wealth Investment Group, LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
6 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Wealth Investment Group, LLCAug 2026 to now
- Strategic Wealth DesignersJul 2026 to now
- Valmark AdvisersMay 2026 to Jul 2026
- Secure Future AdvisorsMay 2026 to Jun 2026
- UnemployedApr 2026 to May 2026
- Peak Retirement Planning, Inc.Jan 2025 to Mar 2026
- P413 SportsDec 2021 to Dec 2024
- Cedarville UniversityMay 2020 to Dec 2021
- Dayton Christian SchoolMar 2017 to May 2020
- Home SchoolAug 2014 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8070013
- Firm CRD
- 165474