Strategic Financial Group, LLC

Strategic Financial Group, LLC (CRD# 316512) is a financial advisory firm headquartered in Grand Haven, MI. They manage $95,824,803 in 407 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16964 Robbins Road, Suite #100a, Grand Haven, MI 49417
https://www.facebook.com/strategicfinancialgroup1
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $235,442
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Strategic Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephanie Greene, financial advisor Grand Haven MI
Stephanie P. Greene
CRD#: 6443181
16964 Robbins Road, Suite #100a, Grand Haven, MI 49417

Stephanie Greene (CRD# 6443181) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Grand Haven, MI and has over 7 years of experience in the finance industry.

2
Christopher Tanke, financial advisor Grand Haven MI
Christopher W. Tanke
CRD#: 4994257
16964 Robbins Road, Suite #100a, Grand Haven, MI 49417

Christopher Tanke (CRD# 4994257) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Grand Haven, MI and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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