MT
Michael G. Trudeau
STRATEGIC WEALTH GROUP
Lino Lakes, MN 55014
Some features on this profile are disabled
CRD#: 5500419
MT
Professional summary
Michael George Trudeau, CFP®, who also goes by Mike Trudeau, is a registered financial advisor currently at STRATEGIC WEALTH GROUP located in Lino Lakes, Minnesota and LPL FINANCIAL LLC located in Lino Lakes, Minnesota.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Trudeau
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 05/01/2025- Lakeside Legacy Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 02/11/2025 - 50 Hrs/Mth - 40 Hrs During Trading. (2) 05/01/2025 - Edgewater Team Properties LLC - Not Investment related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s)- Start Date: 07/25/2011 - 1 Hrs/Mth - 0 Hrs During Trading (3) 05/01/2025 - Strategic Wealth Group - Investment Related - DBA for LPL Business (entity for LPL business) -Start Date: 02/11/2025 - At Reported Business Location(s)- 50 Hrs/Mth - 40 Hrs During Trading. (4) 05/01/2025 - MTO Properties LLC- Investment Related - Lino Lakes, MN -Real Estate Rental - Co-Owner- Start Date 02/21/2020 - 1 hour per month/ 0 hours during trading (5) 05/01/2025 - Smw Federal Credit Union - Not Investment Related -Non-Profit Board Member - Lino Lakes, MN - Start Date: 04/01/2017 - 1 Hrs/Mth - 0 Hrs During Trading. (6) 05/27/2025 - Strategic Wealth Group RIA, LLC - Investment Related - Registered Investment Advisor Hybrid -Start Date: 05/01/2025 - At Reported Business Location(s)- 50 Hrs/Mth - 40 Hrs During Trading - I provide investment advisory services through Strategic Wealth Group RIA, an independent investment advisor firm. I started this business activity in 05/2025. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Michael George Trudeau's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
May 1, 2025 - Present
STRATEGIC WEALTH GROUP
Office #1: 6687 Blue Heron Dr., Lino Lakes, MN 55014RIA
CRD#: 284430
Lino Lakes, MN
Current
May 1, 2025 - Present
LPL FINANCIAL LLC
Office #1: 6687 Blue Heron Drive, Lino Lakes, MN 55014RIA
BD
CRD#: 6413
LINO LAKES, MN
Past
July 19, 2011 - May 2, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Lino Lakes, MN
Past
July 17, 2009 - May 2, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Lino Lakes, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
Registered Investment Advisory firm - (8/2/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Minnesota(5/1/2025)
IAR
Minnesota(5/1/2025)
IAR
Texas(5/1/2025)
RR
Utah(10/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
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Contact information
Main Address
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347
Mailing Address
Phone number
(952) 843-4944
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,029 |
| AUM (Assets Under Management) | $ 1,029,281,614 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
