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
CFP®, Series 66
Industry experience
10 years
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.
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 · Texas
Strategic Financial Group, L.L.C.
2022 - Present (4 years)
USA Financial Securities Corporation
2016 - 2022 (6 years)
Strategic Financial Group
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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Series 63, Series 66
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MSDR Partners, LLC
Series 63, Series 66
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Abbit Management Corp
Series 65
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Abbit Management Corp
Series 63, Series 65
Grand Haven, MI
Strategic Financial Group, L.L.C.
Series 65
Grand Haven, MI
Abbit Management Corp
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