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Christopher Tanke

Advisor at Strategic Financial Group, L.L.C.

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Firm

Strategic Financial Group, L.L.C.

Location

Grand Haven, MI 49417

Credentials

Series 63, Series 65

Industry experience

20 years

About

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.

Client services

Based on Strategic Financial Group, L.L.C.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Strategic Financial Group, L.L.C.

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)

Location

16964 Robbins Road, Suite #100 A

Grand Haven, MI 49417

Most active in

Michigan

Work history

Strategic Financial Group, L.L.C.

2022 - Present (4 years)

USA Financial Securities Corporation

2008 - 2022 (14 years)

Strategic Financial Group, LLC

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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