Stephanie P. Greene

STRATEGIC FINANCIAL GROUP, L.L.C.

Grand Haven, MI 49417

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CRD#: 6443181

Professional summary

Stephanie Paige Greene, CFP®, who also goes by Stephanie P Tanke, is a registered financial advisor currently at STRATEGIC FINANCIAL GROUP, L.L.C. located in Grand Haven, Michigan.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Stephanie has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephanie P Tanke

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.

Stephanie Paige Greene is a licensed insurance agent. From time to time, she will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Strategic Financial Group, L.L.C. always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Strategic Financial Group, L.L.C. in such individual's outside capacities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Paige Greene'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

January 4, 2022 - 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

June 14, 2016 - January 7, 2022

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

GRAND HAVEN, MI

Past

December 22, 2015 - January 7, 2022

USA FINANCIAL SECURITIES LLC

CRD#: 103857

GRAND HAVEN, 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
(1/4/2022)

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: 6/9/2016

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: 12/22/2015

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	428
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.

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Stephanie P. Greene

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Paige Greene's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC FINANCIAL GROUP, L.L.C.

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/9/2016

SIE

Date: 10/1/2018

Series 7

Date: 12/22/2015

Current Firm

STRATEGIC FINANCIAL GROUP, L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRATEGIC FINANCIAL GROUP, L.L.C.

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