David Dreier
Investment Adviser Representative at Strategic Wealth Investment Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Dreier is an investment adviser representative with Strategic Wealth Investment Group, LLC in Mason, OH, where they have been registered since 2026. They have worked in the securities industry since 2025 and have been registered with 3 firms, including Valmark Advisers, Inc. and PEAK Retirement Planning, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Valmark AdvisersMay 2026 – Jul 2026Akron, OH
- PEAK Retirement Planning, Inc.Jan 2025 – Mar 2026Columbus, OH
- P413 SportsDec 2021 – Dec 2024Moraine, OH
- Dayton Christian SchoolMar 2017 – May 2020Miamisburg, OH
- HOME SchoolAug 2014 – Feb 2017Dubque, IA
- Cedarville UniversityMay 2020 – Dec 2021Cedarville, OH
- Strategic Wealth DesignersJul 2026 – no end date reportedMason, OH
- Secure Future AdvisorsMay 2026 – Jun 2026Kettering, OH
- UnemployedApr 2026 – May 2026Centerville, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Wealth Investment Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $7,500 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 31
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Louisville, KY
- SEC file number:
- 801-117642
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
View full firm profileOther advisors at Strategic Wealth Investment Group, LLC
Showing 12 of 31 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Dreier has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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