Jeremy ScharesCRD Number: 5414388
Current Firm: Strategic Financial Group, LLC
Jeremy Schares (CRD# 5414388) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Merrillville, IN and has over 8 years of experience in the finance industry. Jeremy Schares has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Adducci Financial Services, Ltd.
Oneamerica Securities, Inc.
Wells Fargo Advisors, LLC
|Sii Investments||Merrillville, IN||Nov 2008 - Current||7|
|Strategic Financial Group, LLC||Merrillville, IN||Oct 2008 - Current||8|
|Merrill Lynch||Merrillville, IN||Jan 2008 - Oct 2008||< 1|
|Primevest Financial||St. Cloud, MN||Aug 2007 - Dec 2007||< 1|
|Centier Bank||Crown Point, IN||May 2006 - Dec 2007||1|
|Centier Bank||Merrillville, IN||May 2006 - Dec 2007||1|
|Valparaiso University||Valparaiso, IN||Jun 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management545MILLIONS
Total Number of Accounts2,758ACCOUNTS
Average Account Value$197,572
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, GA, IL, IN, MI, MO, NC, OH, PA, TX, WI
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