David Dreier

STRATEGIC WEALTH INVESTMENT GROUP

Mason, OH 45040

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CRD#: 8070013

Professional summary

David Dreier, who also goes by Andrew Dreier, David Andrew Ray Dreier, is a registered financial advisor currently at STRATEGIC WEALTH INVESTMENT GROUP, LLC located in Mason, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. David has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Andrew Dreier | David Andrew Ray Dreier

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Dreier's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 3, 2026 - Present

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Office #1: 5181 Natorp Blvd Suite 100, Mason, OH 45040

RIA

CRD#: 165474

Mason, OH

Past

May 27, 2026 - July 6, 2026

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

Kettering, OH

Past

May 7, 2025 - April 2, 2026

PEAK RETIREMENT PLANNING, INC.

RIA

CRD#: 317592

COLUMBUS, OH

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".

STRATEGIC WEALTH INVESTMENT GROUP, LLC

STRATEGIC WEALTH DESIGNERS | STRATEGIC WEALTH INVESTMENT GROUP, LLC | STRATEGIC WEALTH DESIGNERS, LLC

CRD#: 165474 / SEC#: 801-117642

RIA

Registered Investment Advisory firm - (11/14/2019 Approved)

Indiana

Registered Investment Advisory firm - (11/20/2019 Terminated)

Kentucky

Registered Investment Advisory firm - (11/25/2019 Terminated)

Ohio

Registered Investment Advisory firm - (11/20/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/31/2025

Uniform Investment Adviser Law Examination

Current Firm

STRATEGIC WEALTH INVESTMENT GROUP, LLC

STRATEGIC WEALTH DESIGNERS | STRATEGIC WEALTH INVESTMENT GROUP, LLC | STRATEGIC WEALTH DESIGNERS, LLC

CRD#: 165474 / SEC#: 801-117642

RIA

Registered Investment Advisory firm - (11/14/2019 Approved)

Indiana

Registered Investment Advisory firm - (11/20/2019 Terminated)

Kentucky

Registered Investment Advisory firm - (11/25/2019 Terminated)

Ohio

Registered Investment Advisory firm - (11/20/2019 Terminated)

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Contact information

Main Address

Louisville, KY

Mailing Address

Phone number

(502) 412-3354

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts	7,626
AUM (Assets Under Management)	$ 1,110,956,980

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David Dreier

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Dreier's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC WEALTH INVESTMENT GROUP, LLC

VALMARK ADVISERS, INC.

PEAK RETIREMENT PLANNING, INC.

Primary Firm SEC Registration

STRATEGIC WEALTH INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2025

Current Firm

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC WEALTH INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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