CRD: 316512
Strategic Financial Group, L.l.c.
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
About Strategic Financial Group, L.l.c.
Strategic Financial Group, L.L.C. is a Grand Haven, MI RIA focused on retirement-oriented financial planning, combining education with investment planning. The firm supports tax, estate/legacy, and insurance planning alongside portfolio construction, using mutual funds, ETFs, and fixed income solutions, with socially responsible investing as needed. Operates on the Orion platform and custodies with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
CHRISTOPHER WALDEN TANKE
Chief Compliance Officer, Chief Executive Officer, Client Advisor, FOUNDER, Managing Member, Owner
- CRD
- #4994257
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEPHANIE PAIGE GREENE
Financial Advisor
- CRD
- #6443181
Connor William Maki
Financial Advisor
- CRD
- #7945098
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,052,656 | -- |
| Non-Discretionary | $2,626,195 | -- |
| Total | $105,678,851 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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