Jason Strandberg
Jason Strandberg is a registered investment advisor at Nicolet Wealth Management, based in Iowa City, IA, with 20 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 3,849 clients with $4.3B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
102 S Clinton Street, Iowa City, IA, 52240
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Jason operates under the DBA MidWestOne Investment Services for his LPL business, dedicating full-time hours to it. He also engages in non-variable insurance activities, spending a few hours per week on it.
Employment History
Current Registrations
Private Client Services, LLCBroker
Nicolet Wealth Management
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
State Registrations11 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.
Exams
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