Strategic Financial Group, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Financial planning fees between $495 and $15,000 (negotiable fixed fees)
$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
Account minimum: $10,000 (may be waived at discretion)
Main office
16964 Robbins Road, Suite #100 A
Grand Haven MI 49417
Advisors at this office
3
Most active in
Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Quick links
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 at Strategic Financial Group, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Strategic Financial Group since 2008, including its related entities, as well as at USA Financial Securities Corporation from 2008 to 2022. Strategic Financial Group, L.L.C. provides advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis, managing portfolios with a diverse range of investment vehicles and employs a proprietary seven-pillar planning process called the Sequential FORMula.
Connor M
Series 65
Grand Haven, MI
Strategic Financial Group, L.L.C.
Connor Maki is a financial advisor at Strategic Financial Group, L.L.C. with two years of industry experience. He holds a Series 65 designation and previously worked at 1-800-Hansons. He serves as the Director of Young Adults at Coopersville Reformed Church, where he organizes weekly meetings for individuals aged 30 and under. Strategic Financial Group provides advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, managing diversified portfolios with various asset classes and referring assets to third-party managers when appropriate.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")