Strategic Financial Group, LLC

Strategic Financial Group, LLC (CRD# 144287) is a financial advisory firm headquartered in Merrillville, IN. They manage $544,904,718 in 2,758 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    545
    MILLION
  • Total Number of Accounts
    2,758
    ACCOUNTS
  • Average Account Value
    $197,572
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, IN, MI, MO, NC, OH, PA, TX, WI

Financial Advisors at Strategic Financial Group, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Stephen J. Barrett
CRD#: 2322637
100 Executive Drive, Suite A, Lafayette, IN 47905
96
Wealthminder
score

Stephen Barrett (CRD# 2322637) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Lafayette, IN and has over 23 years of experience in the finance industry. Stephen Barrett 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.

2
Chad E. Hassinger
CRD#: 2226955
101 East 90th Drive, Merrillville, IN 46410
96
Wealthminder
score

Chad Hassinger (CRD# 2226955) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Merrillville, IN and has over 24 years of experience in the finance industry. Chad Hassinger 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.

3
Doug J. Hoover
CRD#: 2443723
101 East 90th Drive, Merrillville, IN 46410
96
Wealthminder
score

Doug Hoover (CRD# 2443723) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Merrillville, IN and has over 22 years of experience in the finance industry. Doug Hoover 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.

4
Michael A. Jankowske
CRD#: 806400
101 East 90th Drive, Merrillville, IN 46410
96
Wealthminder
score

Michael Jankowske (CRD# 806400) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Merrillville, IN and has over 24 years of experience in the finance industry. Michael Jankowske 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.

5
Rena L. Noe
CRD#: 4175801
100 Executive Drive, Suite A, Lafayette, IN 47905
96
Wealthminder
score

Rena Noe (CRD# 4175801) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Lafayette, IN and has over 16 years of experience in the finance industry. Rena Noe 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.

6
Jeremy D. Schares
CRD#: 5414388
101 East 90th Drive, Merrillville, IN 46410
96
Wealthminder
score

Jeremy Schares (CRD# 5414388) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Merrillville, IN and has over 9 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.

7
Nicole M. Clarke
CRD#: 5018005
101 East 90th Drive, Merrillville, IN 46410
93
Wealthminder
score

Nicole Clarke (CRD# 5018005) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Merrillville, IN and has over 11 years of experience in the finance industry.

8
Sandra M. Dudash
CRD#: 1597509
101 East 90th Drive, Merrillville, IN 46410
93
Wealthminder
score

Sandra Dudash (CRD# 1597509) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Merrillville, IN and has over 17 years of experience in the finance industry.

9
Richard L. Hatcher
CRD#: 1028421
101 East 90th Drive, Merrillville, IN 46410
93
Wealthminder
score

Richard Hatcher (CRD# 1028421) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Merrillville, IN and has over 34 years of experience in the finance industry.

10
Eugene C. Ylo
CRD#: 2227139
101 East 90th Drive, Merrillville, IN 46410
93
Wealthminder
score

Eugene Ylo (CRD# 2227139) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Merrillville, IN and has over 24 years of experience in the finance industry.

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