About
Overview
Strategic Wealth Designers LLC
3030 N Rocky Point Dr W STE 100
Tampa, FL 33607-5901
BBB Accreditation & Rating
About This Business
Strategic Wealth Designers is an independent financial planning firm. Our advisors offer fiduciary retirement planning and wealth management advice.
Products and Services
BBB Accredited Since: 11/14/2022
Years in Business: 23
Photos and Videos
Business Details
- Local BBB:
- BBB of West Florida
- BBB File Opened:
- 8/23/2022
- Business Started:
- 7/15/2002
- Business Started Locally:
- 9/14/2021
- Business Incorporated:
- 8/26/2002
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Dustin Stanley, Manager
- Mr. Jason Vander Pol, Manager
- Number of Employees:
- 77
Additional Contact Information
- Principal Contacts
- Mr. Dustin Stanley, Manager
- Customer Contacts
- Mr. Dustin Stanley, Manager
- Mr. Jason Vander Pol, Manager
- Mr. Matthew Dicken, Insurance Agent
- Additional Phone Numbers
- Other Phone, (Headquarters Phone Number): (859) 207-1501
- Other Phone, (Headquarters Phone Number): (317) 644-0876
- Other Phone, (Headquarters Phone Number): (513) 492-2198
- Other Phone, (Headquarters Phone Number): (877) 934-7687
- Other Phone, (Headquarters Phone Number): (303) 952-4044
- Other Phone, (Headquarters Phone Number): (972) 327-6511
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 Florida Department of Financial Services
Florida Department of Financial Services
200 E Gaines St
Tallahassee FL 32399
BBB records show a license number of W663160 for this business, issued by Florida Department of Financial Services
Florida 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 Authority
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 Commission
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 Authority
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 Authority
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 Authority
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
Additional Information
- Payment methods
- Cash
- Check
- Credit Card
- Debit Card
- ACH
- American Express
- Discover
- MasterCard
- Visa
- Business Categories
- Retirement Planning Services, Financial Services, Tax Consultant, Financial Planning Consultants, Insurance Services Office, Homeowners Insurance, Auto Insurance, Investment Advisory Services, Investment Management, Medicare Supplements, Annuities, Investment Seminars, Medicare Advantages
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