David Willeumier
David Willeumier is a registered investment advisor at Strategic Asset Management LLC., based in East Dundee, IL, with 21 years of industry experience. David 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
206 North River Street, Ste 2B, East Dundee, IL, 60118
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
David is an insurance agent since 2016 and an IAR with Strategic Asset Management, LLC since 2021. He is also a board member of a homeowners association and an agent for Gradient fixed indexed annuities.
Employment History
Current Registrations
Strategic Asset Management LLC.
Previous Registrations
Dempsey Lord Smith, LLCBroker
United Planners' Financial Services of America a Limited PartnerBroker
Rda Financial Network
Cambridge Investment Research, INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Edward JonesBroker
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.