Susan Kuczera, financial advisor Merrillville IN
96 score

Susan Kuczera

CRD Number: 865613
Current Firm: Strategic Financial Group, LLC

Susan Kuczera (CRD# 865613) is an Investment Advisor Representative working at Strategic Financial Group, LLC in Merrillville, IN and has over 28 years of experience in the finance industry. Susan Kuczera 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.

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Professional Designations
Company Name Location Dates Years
Strategic Financial Group Burr Ridge, IL Jul 2000 - Current 17
Susan Kuczera, Insurance Agent Hinsdale, IL Feb 1990 - Current 28
Susan Kuczera, Cpa Hinsdale, IL Sep 1983 - Current 34
Sii Investments, Inc. Hinsdale, IL Oct 2007 - Dec 2016 9
Advantis Mortgage Merrillville, IN Jan 2007 - Dec 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Apr 1995
Contact Info for Susan R. Kuczera
Phone Number: 219-736-8902
Registered State(s):
  • FL
  • IN
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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