Business ProfileforStrategic Wealth Designers
At-a-glance
Customer Reviews
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Average of 48 Customer Reviews
This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.
Related Categories
Overview
Strategic Wealth Designers is an independent financial planning firm. Our advisors offer fiduciary retirement planning and wealth management advice.
Products & Services
Business Details
- Location of This Business
- 1921 Gallows Rd Ste 110, Vienna, VA 22182-3994
- Headquarters
- 500 N Hurstbourne Pkwy Ste 120, Louisville, KY 40222-5455
- BBB File Opened:
- 7/11/2023
- Years in Business:
- 22
- Business Started:
- 7/15/2002
- Business Incorporated:
- 8/26/2002
- Accredited Since:
- 11/17/2023
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of SEC#:801-117642 for this business, issued by U.S. Securities and Exchange Commission (SEC)-Federal
These agencies may include:
U.S. Securities and Exchange Commission (SEC)-Federal
100 F Street NE
Washington DC 20549-0213
Fax: (202) 7729295
https://www.sec.gov/investor.shtml
BBB records show a license number of 153431 for this business, issued by State Corporation Commission (SCC)-VA. The expiration date of this license is 5/1/2025.These agencies may include:
State Corporation Commission (SCC)-VA
P.O. Box 1197
Richmond VA 23218
Fax: (804) 3719211
- Type of Entity:
- Limited Liability Company (LLC)
- Number of Employees:
- 77
- Business Management
- Mr. Jason Vander Pol, Chief Operations Officer
- Contact Information
Principal
- Mr. Jason Vander Pol, Chief Operations Officer
Customer Contact
- Mr. Jason Vander Pol, Chief Operations Officer
- Additional Contact Information
Fax Numbers
- (502) 327-8566Primary Fax
Phone Numbers
- (859) 207-1501Other Phone(Headquarters Phone Number)
- (317) 644-0876Other Phone(Headquarters Phone Number)
- (502) 327-8566
Local BBB
BBB serving Metro Washington DC, Metro Philadelphia & Eastern Pennsylvania
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