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  5. STRATEGIC WEALTH DESIGNERS LLC

STRATEGIC WEALTH DESIGNERS LLC

Headquarter

Company Details

Name: STRATEGIC WEALTH DESIGNERS LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Inactive
Standing: Good
File Date: 26 Aug 2002 (22 years ago)
Organization Date: 26 Aug 2002 (22 years ago)
Last Annual Report: 11 Mar 2024 (10 months ago)
Managed By: Managers
Organization Number: 0543307
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Medium (20-99)
ZIP code: 40222
Primary County: Jefferson
Principal Office: 500 NORTH HURSTBOURNE PARKWAY, SUITE 120, LOUISVILLE, KY 40222
Place of Formation: KENTUCKY

Links between entities

Type Company Name Company Number State
Headquarter of STRATEGIC WEALTH DESIGNERS LLC, MINNESOTA 116cdcf0-cb15-ee11-9073-00155d01c440 MINNESOTA
Headquarter of STRATEGIC WEALTH DESIGNERS LLC, CONNECTICUT 2406268 CONNECTICUT
Headquarter of STRATEGIC WEALTH DESIGNERS LLC, FLORIDA M21000012157 FLORIDA
Headquarter of STRATEGIC WEALTH DESIGNERS LLC, ILLINOIS LLC_11916228 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2023 331027701 2024-10-08 STRATEGIC WEALTH DESIGNERS 84
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 500 N HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2024-10-08
Name of individual signing CINDY CAMERON
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2022 331027701 2023-10-03 STRATEGIC WEALTH DESIGNERS 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 500 N HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2023-10-03
Name of individual signing MARK O'FFILL
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2021 331027701 2022-09-01 STRATEGIC WEALTH DESIGNERS 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 500 N HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2022-09-01
Name of individual signing JASON VANDER POL
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2020 331027701 2021-07-09 STRATEGIC WEALTH DESIGNERS 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 500 N HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2021-07-09
Name of individual signing MARK O'FFILL
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2019 331027701 2020-07-21 STRATEGIC WEALTH DESIGNERS 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 500 N HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2020-07-21
Name of individual signing DEBRA WOODS
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2018 331027701 2019-07-29 STRATEGIC WEALTH DESIGNERS 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 500 N HURSTBOURNE PKWY, SUITE 120, LOUISVILLE, KY, 40222

Signature of
Role Plan administrator
Date 2019-07-29
Name of individual signing MATT DICKEN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2017 331027701 2018-06-21 STRATEGIC WEALTH DESIGNERS 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 9710 PARK PLAZA AVE. SUITE 210, LOUISVILLE, KY, 40241

Signature of
Role Plan administrator
Date 2018-06-21
Name of individual signing DEBRA WOODS
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2016 331027701 2017-08-04 STRATEGIC WEALTH DESIGNERS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 9710 PARK PLAZA AVE. SUITE 210, LOUISVILLE, KY, 40241

Signature of
Role Plan administrator
Date 2017-08-04
Name of individual signing MATT DICKEN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2015 331027701 2016-10-10 STRATEGIC WEALTH DESIGNERS 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 9710 PARK PLAZA AVE. SUITE 210, LOUISVILLE, KY, 40241

Signature of
Role Plan administrator
Date 2016-10-10
Name of individual signing MATT DICKEN
Valid signature Filed with authorized/valid electronic signature
STRATEGIC WEALTH DESIGNERS, LLC RETIREMENT PLAN 2014 331027701 2015-10-14 STRATEGIC WEALTH DESIGNERS 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 9710 PARK PLAZA AVE. SUITE 210, LOUISVILLE, KY, 40241

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing MATT DICKEN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/08/12/20140812121121P040026168383001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 9710 PARK PLAZA AVE. SUITE 210, LOUISVILLE, KY, 40241

Signature of
Role Plan administrator
Date 2014-08-12
Name of individual signing MATT DICKEN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/14/20131014093718P040036822371001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 522120
Sponsor’s telephone number 5024123354
Plan sponsor’s address 9710 PARK PLAZA AVE. SUITE 210, LOUISVILLE, KY, 40241

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing MATT DICKEN
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
MATTHEW DICKEN Registered Agent

Manager

Name Role
Matthew J Dicken Manager
Dustin R Stanley Manager
Jordan Schwartz Manager

Organizer

Name Role
WILLIAM G STRENCH Organizer

Filings

Name File Date
Annual Report 2024-03-11
Annual Report 2023-01-20
Annual Report 2022-02-10
Annual Report 2021-02-10
Annual Report 2020-02-12
Annual Report 2019-05-14
Registered Agent name/address change 2018-04-12
Principal Office Address Change 2018-04-12
Annual Report 2018-04-12
Annual Report 2017-03-07

Related by officers

MATTHEW DICKEN

EXTREME DAWG ENTERPRISES, LLC M & C VENTURES, INC. DICKEN LEASING, INC.

Matthew J Dicken

Dicken Performance, Inc. STRATEGIC WEALTH PROPERTY & CASUALTY, LLC STRATEGIC WEALTH INTELLECTUAL PROPERTY, LLC STRATEGIC WEALTH INVESTMENT GROUP, LLC RETIREMENT PLANNING UNIVERSITY, INC.

Dustin R Stanley

STRATEGIC WEALTH INVESTMENT GROUP, LLC

WILLIAM G STRENCH

UB'S OF SMYRNA, INC. UB'S OF EAST RIDGE, INC. UB'S, INC. UB'S ELIZABETHTOWN, INC. POLARIS TECHNOLOGIES, INC. REILY BRANDS, LLC BEEF O'BLUE-MIDDLETOWN LLC BEEF O'BLUE-FERN CREEK LLC NEOSTREME.COM, LLC BUCKEYE CREAMERY LLC

Jordan Schwartz

Schwartz Leasing, LLC

Related by address

No related companies by address

Date of last update: 29 Dec 2024

Sources: Kentucky Secretary of State

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