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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant21 years in industry

JOHN MATHEW GEHRI

Advisor at STRATEGIC WEALTH INVESTMENT GROUP, LLC

LOUISVILLE, KY | Mason, OH

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Search this name across graphsid dfx:ria:10272e8a-80f0-e78f-648b-ed4051a249c3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jan 6, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC WEALTH INVESTMENT GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 25, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66|S65|S63
First exam: Jul 25, 2005
First registration: Jan 6, 2011
Dual registered: no
Other names: JOHN GEHRI|JOHN MATHEW GEHRI
IAPD individual key: 4980590

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC WEALTH INVESTMENT GROUP, LLC	Independent wealth	Jun 20, 2024	n/a	yes	LOUISVILLE, KY\|Mason, OH	Current employment
9258 WEALTH MANAGEMENT, LLC	Former SEC adviser	May 16, 2023	Jun 14, 2024	no	BLUE ASH, OH	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jan 24, 2023	May 10, 2023	no	CINCINNATI, OH	Previous registration
HARVEST FINANCIAL ADVISORS, LLC	Independent wealth	Jun 9, 2021	Jan 24, 2023	no	WEST CHESTER, OH	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Apr 23, 2015	May 4, 2015	no	WEST CHESTER, OH	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 6, 2011	Mar 31, 2015	no	COVINGTON, KY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
9258 WEALTH MANAGEMENT, LLC	STRATEGIC WEALTH INVESTMENT GROUP, LLC	Jun 14, 2024	Jun 20, 2024	6	Firm change	RIA to RIA
MML INVESTORS SERVICES, LLC	9258 WEALTH MANAGEMENT, LLC	May 10, 2023	May 16, 2023	6	Firm change	Ibd to RIA
HARVEST FINANCIAL ADVISORS, LLC	MML INVESTORS SERVICES, LLC	Jan 24, 2023	Jan 24, 2023	0	Firm change	RIA to ibd
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	HARVEST FINANCIAL ADVISORS, LLC	May 4, 2015	Jun 9, 2021	2,228	Firm change after gap	Other
STRATEGIC ADVISERS LLC	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Mar 31, 2015	Apr 23, 2015	23	Firm change	Other

Relationships

Registered with (6)

→ STRATEGIC WEALTH INVESTMENT GROUP, LLCRegistered adviserregistration: current employment
Jun 20, 2024 to presentfactForm ADV
→ 9258 WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 16, 2023 to Jun 14, 2024factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jan 24, 2023 to May 10, 2023factForm ADV
→ HARVEST FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 9, 2021 to Jan 24, 2023factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Apr 23, 2015 to May 4, 2015factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jan 6, 2011 to Mar 31, 2015factForm ADV

Dated events

Occurred
Jun 14, 2024
Advisor changed firm
John Mathew Gehri left 9258 Wealth Management, Llc for Strategic Wealth Investment Group, Llc (registered 2024-06-20)
Form ADVobserved 3 days ago
Occurred
May 10, 2023
Advisor changed firm
John Mathew Gehri left Mml Investors Services, Llc for 9258 Wealth Management, Llc (registered 2023-05-16)
Form ADVobserved 3 days ago
Occurred
Jan 24, 2023
Advisor changed firm
John Mathew Gehri left Harvest Financial Advisors, Llc for Mml Investors Services, Llc (registered 2023-01-24)
Form ADVobserved 3 days ago