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STRATEGIC INVESTMENT SOLUTIONS, INC.

ORLAND PARK, IL · CRD 143128 · IAPD ↗ · sisfp.com · 708-645-8820

$830.2MRegulatory AUM
9Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — STRATEGIC INVESTMENT SOLUTIONS, INC. shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
March 2025 — STRATEGIC INVESTMENT SOLUTIONS, INC. added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
March 2024 — STRATEGIC INVESTMENT SOLUTIONS, INC. reported RAUM up 28% ($611.0M -> $780.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.