UBS Financial Services
47yrs
Top 1% by experience in Louisville
2yrs
David Dreier
Financial advisor at Strategic Wealth Investment Group
David Dreier has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Louisville, Kentucky. After less than a year at Valmark Advisers and a year at Peak Retirement Planning, David joined Strategic Wealth Investment Group in 2026, a firm offering financial planning, investment management, and educational workshops. Strategic Wealth Investment Group reports being paid through a percentage of assets and hourly fees.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$354,947
Advisors at the firm33
States licensed ?1 state
Services through Strategic Wealth Investment Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowStrategic Wealth Investment Group, LLCCurrent firm
- May 2026 – Jul 2026Valmark Advisers, Inc.Previously
- May 2025 – Apr 2026Peak Retirement Planning, Inc.Previously
Contact David
(502) 412-3354Strategic Wealth Investment Group main office 500 N. Hurtsbourne Parkway Suite 120Louisville, KY 40222Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Strategic Wealth Investment Group at (502) 412-3354 and ask for David Dreier. David works from the Louisville, KY office.
How long has David been a financial advisor?
David has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Strategic Wealth Investment Group reports being paid by a percentage of the assets they manage, hourly fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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