Ronald R. Crupe

STRATEGY FINANCIAL GROUP

Chandler, AZ 85226

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CRD#: 5705882

Professional summary

Ronald Ray Crupe, who also goes by Ron Crupe, Ronald Crupe, is a registered financial advisor currently at STRATEGY FINANCIAL GROUP located in Chandler, Arizona.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ronald has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ron Crupe | Ronald Crupe

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Ray Crupe's CRS (Customer Relationship Summary).

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 24, 2025 - Present

STRATEGY FINANCIAL GROUP

Office #1: 3133 West Frye Road Suite 410, Chandler, AZ 85226

RIA

CRD#: 164531

Chandler, AZ

Past

March 31, 2017 - August 27, 2025

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

March 31, 2017 - August 27, 2025

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

June 19, 2015 - March 30, 2017

DYNAMIC

RIA

CRD#: 151367

CHANDLER, AZ

Past

November 24, 2009 - April 30, 2015

EDWARD JONES

RIA

CRD#: 250

CHANDLER, AZ

Past

September 28, 2009 - April 30, 2015

EDWARD JONES

CRD#: 250

CHANDLER, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGY FINANCIAL GROUP

STRATEGY FINANCIAL GROUP | STRATEGY FINANCIAL SERVICES, LLC | STRATEGY FINANCIAL SERVICES

CRD#: 164531 / SEC#: 801-122298

RIA

Registered Investment Advisory firm - (8/13/2021 Approved)

Arizona

Registered Investment Advisory firm - (9/30/2021 Terminated)

California

Registered Investment Advisory firm - (10/30/2021 Terminated)

Michigan

Registered Investment Advisory firm - (10/1/2021 Terminated)

New Mexico

Registered Investment Advisory firm - (9/30/2021 Terminated)

Texas

Registered Investment Advisory firm - (12/17/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(10/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/12/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/2009

General Securities Representative Examination

Current Firm

STRATEGY FINANCIAL GROUP

STRATEGY FINANCIAL GROUP | STRATEGY FINANCIAL SERVICES, LLC | STRATEGY FINANCIAL SERVICES

CRD#: 164531 / SEC#: 801-122298

RIA

Registered Investment Advisory firm - (8/13/2021 Approved)

Arizona

Registered Investment Advisory firm - (9/30/2021 Terminated)

California

Registered Investment Advisory firm - (10/30/2021 Terminated)

Michigan

Registered Investment Advisory firm - (10/1/2021 Terminated)

New Mexico

Registered Investment Advisory firm - (9/30/2021 Terminated)

Texas

Registered Investment Advisory firm - (12/17/2015 Terminated)

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Contact information

Main Address

7010 E Chauncey Lane #130, Phoenix, AZ 85054

Mailing Address

Phone number

(602) 343-9301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGY FINANCIAL GROUP ADV 2A AUG 2025 (8/18/2025)

Regulatory assets under management

Total Number of Accounts	1,692
AUM (Assets Under Management)	$ 279,866,584

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.

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Advisor Monitoring

Firm Stability Insights

Ronald R. Crupe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Ray Crupe's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

DYNAMIC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

STRATEGY FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 11/12/2009

SIE

Date: 10/1/2018

Series 7

Date: 9/27/2009

Current Firm

STRATEGY FINANCIAL GROUP

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGY FINANCIAL GROUP

TRUST BUT VERIFY

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