At-a-glance
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
- 3030 N Rocky Point Dr W STE 100, Tampa, FL 33607-5901
- Headquarters
- 500 N Hurstbourne Pkwy Ste 120, Louisville, KY 40222-5455
- BBB File Opened:
- 8/23/2022
- Years in Business:
- 22
- Business Started:
- 7/15/2002
- Business Started Locally:
- 9/14/2021
- Business Incorporated:
- 8/26/2002
- Accredited Since:
- 11/14/2022
- 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 L109707 for this business, issued by Department of Financial Services
These agencies may include:
Department of Financial Services
200 E Gaines St
Tallahassee FL 32399
BBB records show a license number of W663160 for this business, issued by Department of Financial ServicesThese agencies may include:
Department of Financial Services
200 E Gaines St
Tallahassee FL 32399
BBB records show a license number of CRD165474 for this business, issued by Financial Industry Regulatory AuthorityThese agencies may include:
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
BBB records show a license number of SEC 801-117642 for this business, issued by Securities and Exchange CommissionThese agencies may include:
Securities and Exchange Commission
450 5th Street, NW
Washington DC 20549
BBB records show a license number of CRD2882253 for this business, issued by Financial Industry Regulatory AuthorityThese agencies may include:
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
BBB records show a license number of CRD5198807 for this business, issued by Financial Industry Regulatory AuthorityThese agencies may include:
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
BBB records show a license number of CRD6402870 for this business, issued by Financial Industry Regulatory AuthorityThese agencies may include:
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
- Type of Entity:
- Limited Liability Company (LLC)
- Number of Employees:
- 77
- Business Management
- Mr. Dustin Stanley, Manager
- Mr. Jason Vander Pol, Manager
- Contact Information
Principal
- Mr. Dustin Stanley, Manager
Customer Contact
- Mr. Dustin Stanley, Manager
- Mr. Jason Vander Pol, Manager
- Mr. Matthew Dicken, Insurance Agent
- Additional Contact Information
Phone Numbers
- (859) 207-1501Other Phone(Headquarters Phone Number)
- (317) 644-0876Other Phone(Headquarters Phone Number)
- (859) 207-1501
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