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James Viktora

Strategic Investment Solutions, INC.
12 Years of Experience
Orland Park, IL
1 Disclosure
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James Viktora is a registered investment advisor at Strategic Investment Solutions, INC., based in Orland Park, IL, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,695 clients with $830M in assets under management.

Strategic Investment Solutions, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
2,695 clients
Average Client Portfolio
$308K average
Assets Under Management
$830.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The maximum annual fee is 1.50%, which may be negotiated or lowered based on client circumstances, account complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9501 W 144th Place, Orland Park, IL, 60462-2562

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2023
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Investment Solutions, INC.
September 2026 - Present · 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2016 - March 2023 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - March 2023 · 6 yrs 10 mos
Scottrade, INC.Broker
April 2016 - April 2016 · 0 mos
Keeley Investment CORP.Broker
January 2015 - November 2015 · 10 mos
BMO Harris Financial Advisors, INC.Broker
November 2010 - December 2014 · 4 yrs 1 mo
Lasalle St Securities, L.L.C.Broker
January 2010 - September 2010 · 8 mos
Waterstone Financial Group, INC.Broker
August 2009 - September 2009 · 1 mo
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
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