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RC

Ronald R. Crupe

Some features on this profile are disabled
CRD#: 5705882
RC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald Ray Crupe, who also goes by Ron Crupe, Ronald Crupe, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 2009. Ronald had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 24, 2025 - May 1, 2026

STRATEGY FINANCIAL GROUP

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

BD
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

BD
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".
SF
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)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/12/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/27/2009
General Securities Representative Examination

Current Firm

SF
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
14

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,692
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.

Company Information

STRATEGY FINANCIAL GROUP

CRD#: 164531

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