Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Strategic Financial Group, L.L.C. financial advisors

Every SEC-registered investment adviser representative at Strategic Financial Group, L.L.C., by the state and city of the office they work from.

The short answer

3 registered advisors work at Strategic Financial Group, L.L.C., in 1 state and 1 city; the most are in Grand Haven, MI (3). 1 list the CFP designation and 0 are also registered broker representatives.

Search every Strategic Financial Group, L.L.C. advisor by name →Who joined and left Strategic Financial Group, L.L.C. →

Cities with the most Strategic Financial Group, L.L.C. advisors

Grand Haven, MI 3

Strategic Financial Group, L.L.C. advisors by state

Strategic Financial Group, L.L.C. in Michigan 3

Grand Haven 3

Questions

How many financial advisors does Strategic Financial Group, L.L.C. have?

3 investment adviser representatives are registered with Strategic Financial Group, L.L.C., according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Strategic Financial Group, L.L.C. have the most advisors?

Grand Haven, MI, with 3 registered advisors. By state, Michigan has the most, with 3.

How do I find a Strategic Financial Group, L.L.C. financial advisor near me?

Pick your state below, then your city, to see every Strategic Financial Group, L.L.C. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Strategic Financial Group, L.L.C. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →