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Dan Stridsberg

19 Years of Experience

Dan Stridsberg is a registered investment advisor at Rsg Wealth Management, LLC, based in Westlake Village, CA, with 19 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3075 Townsgate Road, Suite 350, Westlake Village, CA, 91361

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Dan is the Chief Compliance Officer/Chief Investment Officer of RSG Wealth Management, LLC, a registered investment adviser. He dedicates about a quarter of his time to providing compliance support and investment due diligence.

Employment History
Current Registrations
Rsg Wealth Management, LLC
May 2019 - Present · 6 yrs 11 mos
One Capital Management, LLC
January 2015 - Present · 11 yrs 3 mos
Previous Registrations
One Capital Management, LLC
September 2005 - October 2013 · 8 yrs 1 mo
State Registrations3 states
CAMONV
Advisor

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.

Exams
No exam information available for this advisor.