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.

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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Mar 31, 2025

First registration

May 7, 2025

Dual registered

no

Other names

ANDREW DREIER|DAVID ANDREW RAY DREIER

IAPD individual key

8070013

• Occurred

  Jul 6, 2026
  Advisor changed firm

  David Dreier left Valmark Advisers, Inc. for Strategic Wealth Investment Group, Llc (registered 2026-08-03)

  Form ADVobserved 4 days ago
• Occurred

  Apr 2, 2026
  Advisor changed firm

  David Dreier left Peak Retirement Planning, Inc. for Valmark Advisers, Inc. (registered 2026-05-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c6f3114a-febe-366f-d0ab-6db35d1a0004

First observed

May 7, 2025

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.