Strategic Financial Group, L.L.C.

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Client assets under management

$105,678,851

Clients

158

15% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$668,853

About

Strategic Financial Group, L.L.C. provides advisory services primarily to individual and high‑net‑worth clients, offering ongoing discretionary portfolio management as well as financial planning and consulting. The firm also refers portions of client assets to third‑party managers and platforms, including Orion Portfolio Solutions and Nationwide Advisory Solutions, when it deems that appropriate for a client’s objectives.

SFG documents client goals and risk tolerance in an Investment Policy Statement and typically manages accounts under discretionary authority, using a mix of fundamental analysis, modern portfolio theory and technical analysis with both long‑ and short‑term strategies. Portfolios are built from mutual funds, equities, fixed income, real‑estate funds, annuities, ETFs (including precious‑metal ETFs) and selected non‑U.S. securities.

Distinctive aspects noted in the brochure include a proprietary seven‑pillar planning process called the Sequential FORMula and the firm’s practice of directing clients to outside managers while charging its standard advisory fee in addition to any third‑party manager fees. The firm’s representatives are also independent licensed insurance agents who may offer commissionable insurance products, and SFG maintains custody and execution relationships through Schwab Institutional.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Annuities Real estate investing Cash flow / budgeting

Fee options

Fixed

Financial planning fees between $495 and $15,000 (negotiable fixed fees)

Percentage

$0+: Up to 1.65% annually (negotiable, highest fee) N/A - N/A: Additional 0.20% to 0.40% fee on third-party managed assets

Other

Account minimum: $10,000 (may be waived at discretion)

Main office location

Strategic Financial Group, L.L.C.

16964 Robbins Road, Suite #100 A

Grand Haven MI 49417, United States

Number of offices

Most active in

Michigan · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website 616-935-7400

Advisors at this firm

Christopher T

Series 63, Series 65

Grand Haven, MI

Strategic Financial Group, L.L.C.

Christopher Tanke is a financial advisor with Strategic Financial Group, L.L.C. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes 14 years at USA Financial Securities Corporation. Strategic Financial Group serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, using tailored investment programs and a proprietary seven-pillar “Sequential FORMula” framework. The firm combines fundamental analysis, modern portfolio theory, and technical analysis, often employing third-party managers for separate management.

Wealth management Annuities Real estate investing Cash flow / budgeting

Connor M

Series 65

Grand Haven, MI

Strategic Financial Group, L.L.C.

Connor Maki is a Series 65-licensed financial advisor with Strategic Financial Group, L.L.C., where he has worked since 2024. He has one year of industry experience and previously held roles at 1-800-Hansons and various community organizations. Outside of his advisory work, he serves as the Director of Young Adults at Coopersville Reformed Church, organizing weekly meetings for young adults under 30. Strategic Financial Group serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, employing a combination of fundamental analysis, modern portfolio theory, and technical analysis across a diverse range of investment vehicles. The firm also offers tailored investment programs and may utilize third-party managers for separate management.

Wealth management Annuities Real estate investing Cash flow / budgeting

Stephanie G

CFP®, Series 66

Grand Haven, MI

Strategic Financial Group, L.L.C.

Stephanie Greene is a financial advisor with Strategic Financial Group, L.L.C. in Grand Haven, MI. She holds the CFP® designation and Series 66 license and has 10 years of industry experience. Prior to joining Strategic Financial Group, she worked at USA Financial Securities Corporation for six years. Greene is also a licensed insurance agent and occasionally offers insurance products alongside her advisory services. Strategic Financial Group serves individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm employs a tailored investment approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, often utilizing third-party managers and proprietary planning frameworks.

Wealth management Annuities Real estate investing Cash flow / budgeting

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