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Mahesh Odhrani

Strategic Wealth Design

2190 E. Pebble Rd.
Suite 260

Las Vegas, NV 89123

702-907-7444

To help our clients create financial freedom and security.

About Strategic Wealth Design

At Strategic Wealth Design, we recognize that most people have two primary financial goals: Financial Security (you'll be okay no matter what happens) and Financial Freedom (enough net worth that you don't have to work if you don't want to). However, work, family and social obligations often make it difficult to find time to plan for the future you want.

That is why we serve busy families, small business owners, and professionals who are looking for financial guidance and coaching, so they can focus on living their lives and running their businesses. Our approach starts with listening and understanding your goals, dreams, and concerns. Then we get to work and help you:

Get financially organized
Protect your income and wealth
Gain tax efficiencies
Reduce financial waste
Save and invest more

Using a Comprehensive Financial Planning process, we help you create a plan that addresses all aspects of your financial life, from protection and cash flow, to retirement savings and taxes.

See Disclosures

General Information

Firm Start Year

2016

No. of Employees

5-9

CRD#

4695218

Firm CRD#

134139

Insurance License#

173333

Name of Broker/Dealer

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Name of Custodial Firm

SEI Private Trust Company

States Licensed in

NV, TX, CT, NY, FL, NM, AZ, UT, CA, WA

Years of Experience in Financial Services

18

Number of Years with Current Firm

6

Work Experience

Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. February 2020 To Present

Registered Representative, Park Avenue Securities August 2003 To February 2020

Field Representative, Guardian Life Insurance Company Of America July 2003 To February 2020

Advisor, Wealth Strategies Group April 2003 To December 2019

Work with the following types of clients

Businesses, Non-Profit Organizations, Trusts, Individual Investors

Foreign Languages Serviced

English and Hindi

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities

Services

Investment Types

Annuities, Stocks, Bonds, Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Phone, Your Office, Email, Video Conference

Compliance

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, ChFC®, AIF®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Disability, Long Term Care, Life

Firm Information

Advisor's Number of Clients

850

Advisor's Number of Managed Clients

300

Advisor's Number of Planning Clients

50

Assets Managed by Advisor

$1100000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Hourly

Additional Details on Charges

Our fees depend on the amount of assets managed and the scope of engagement for financial planning services.

Education

Bachelor of Science - Managerial Finance and Management Information Systems

University of Nevada
01/19/1999 - 12/14/2002

Disclosures

FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.

https://www.strategicwd.com/disclosures/

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1889923/financialadvisor-strategic-wealth-design-detailed-disclosure

Disclaimer

Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategic Wealth Design are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, CT, FL, KY, MO, MT, NV, NM, NY, OR, TN, TX, UT, WA. No offers may be made or accepted from any resident outside the specific states referenced.