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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-20-2014
- Office Locations
- 1
Office Locations
About Strategic Finance & Management, LLC
Strategic Financial Management (Prior Lake, MN) provides holistic wealth management for individuals and families, from young professionals building wealth to retirees focused on income and legacy. The firm combines financial planning with disciplined investment management, proactive tax planning led by a CPA team, and estate planning support. A Private Client tier serves highly complex needs, with ongoing coaching and accountability to keep plans on track.
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Owner & Executives
SCOTT ALLEN LANGGUTH
Director
- CRD
- #1042214
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $3,000,000 | -- |
| Total | $7,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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