Strategic Financial Management Affiliates with Undefined Gridlines, Inc.
SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- Strategic Financial Management (StrategicFM), a Greeley, Colorado–based wealth advisory firm, has affiliated with Undefined Gridlines, Inc. (UGLI), an office of supervisory jurisdiction operating under Osaic, Inc. StrategicFM oversees $133 million in assets under administration.
Leadership and Strategic Goals
Randee Cook, president of StrategicFM and a CERTIFIED FINANCIAL PLANNER® and senior portfolio manager, said the move supports both current client needs and her long-term succession planning as she prepares for retirement. She cited UGLI and Osaic’s resources as key to delivering continuity and enhanced service.
Services and Technology Enhancements
StrategicFM provides comprehensive wealth, retirement, and estate planning, pairing personalized financial plans with custom portfolio construction. Cook selected UGLI to access advanced tools, technology, and operational support to improve efficiency while maintaining high-touch client relationships.
Transition and Partnership Details
After 35 years at LPL Financial, Cook ...