Advisor at Strategic Financial Group, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strategic Financial Group, L.L.C.
Location
Grand Haven, MI 49417
Credentials
Series 65
Industry experience
1 year
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.
Based on Strategic Financial Group, L.L.C.
Based on Strategic Financial Group, L.L.C.
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)
16964 Robbins Road, Suite #100 A
Grand Haven, MI 49417
Michigan
Strategic Financial Group, L.L.C.
2024 - Present (2 years)
1-800-Hansons
2023 - 2024 (1 year)
Coopersville Reformed Church
2021 - 2023 (2 years)
Fedex
2020 - 2022 (2 years)
Coopersville Reformed Church
2020 - Present (6 years)
Benkins
2019 - 2020 (1 year)
Trinity United Methodist Church
2016 - 2019 (3 years)
Lynden Sports Center
2014 - 2016 (2 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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Abbit Management Corp
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Abbit Management Corp
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Strategic Financial Group, L.L.C.
Series 65
Grand Haven, MI
Abbit Management Corp
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