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Eugene T. Tanke

STRATEGIC FINANCIAL GROUP, L.L.C.
Grand Haven, MI 49417
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CRD#: 5511272
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Professional summary


Eugene Thomas Tanke II, who also goes by Eugene Thomas Tanke, Gene Tanke, Eugene Thomas Tanke II, is a registered financial advisor currently at STRATEGIC FINANCIAL GROUP, L.L.C. located in Grand Haven, Michigan.

Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Eugene has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Eugene Thomas Tanke | Gene Tanke | Eugene Thomas Tanke Ii

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Tanke Financial Group LLC. No commissions.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eugene Thomas Tanke II's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 18, 2023 - Present

STRATEGIC FINANCIAL GROUP, L.L.C.

Office #1: 16964 Robbins Road Suite #100a, Grand Haven, MI 49417
RIA
CRD#: 316512
Grand Haven, MI
Past

July 26, 2012 - December 31, 2021

L.M. KOHN & COMPANY

RIA
CRD#: 27913
SAGINAW, MI
Past

July 12, 2012 - December 31, 2021

L.M. KOHN & COMPANY

BD
CRD#: 27913
SAGINAW, MI
Past

February 15, 2011 - July 18, 2012

LEONARD & COMPANY

RIA
CRD#: 36527
SAGINAW, MI
Past

February 15, 2011 - July 18, 2012

LEONARD & COMPANY

BD
CRD#: 36527
SAGINAW, MI
Past

February 23, 2010 - February 23, 2011

MORGAN STANLEY

RIA
CRD#: 149777
SAGINAW, MI
Past

June 1, 2009 - February 23, 2011

MORGAN STANLEY

BD
CRD#: 149777
SAGINAW, MI
Past

May 2, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SAGINAW, MI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(10/18/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/16/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
STRATEGIC FINANCIAL GROUP, L.L.C.
STRATEGIC FINANCIAL GROUP, L.L.C.

CRD#: 316512 / SEC#:

Michigan
Registered Investment Advisory firm - (1/3/2022 Approved)
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Contact information


Main Address
16964 Robbins Road Suite #100a, Grand Haven, MI 49417
Mailing Address
Phone number
(616) 935-7400
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts428
AUM (Assets Under Management)$ 99,705,717

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STRATEGIC FINANCIAL GROUP, L.L.C.

CRD#: 316512Grand Haven, MI 49417

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