David Darner
David Darner is a registered investment advisor at Strategic Asset Management LLC., based in Iowa City, IA, with 43 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 231 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
2346 Mormon Trek Blvd, Suite 2700, Iowa City, IA, 52246
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an insurance agent selling non-variable insurance products since 2016, an investment advisor representative with Strategic Asset Management, LLC since 2020, and a notary since 2016. He also serves as a member/treasurer for Chamber Singers of IC, a community choir, dedicating minimal time to this activity.
Employment History
Current Registrations
Strategic Asset Management LLC.
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Rda Financial Network
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.