Wade Johnson
Wade Johnson is a registered investment advisor at Strategic Asset Management LLC., based in Iowa City, IA, with 18 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 231 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
2346 Mormon Trek Blvd, Suite 2700, Iowa City, IA, 52246
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wade operates under the DBA Ridgeline Financial Strategies for marketing purposes. He is also an independent insurance agent in Iowa City since 2022, dedicating about 10-20% of his time during trading hours to this activity.
Employment History
Current Registrations
Strategic Asset Management LLC.
Previous Registrations
Star Capital INC.
Rda Financial Network
Berthel Fisher & Company Financial Services, INC.
Atfinancial Advisors
Prudential Retirement Brokerage Services, INC.
American Express Financial Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.