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QT

Quinn Teague

STRATEGIC WEALTH INVESTMENT GROUP
Indianapolis, IN 46240
Some features on this profile are disabled
CRD#: 7119944
QT

Professional summary

Quinn Teague, who also goes by Quinn Harrison Teague, is a registered financial advisor currently at STRATEGIC WEALTH INVESTMENT GROUP, LLC located in Indianapolis, Indiana.

Quinn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Quinn has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Quinn Harrison Teague

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 Quinn Teague'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

January 6, 2025 - Present

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Office #1: 9025 River Road Unit 120, Indianapolis, IN 46240
RIA
CRD#: 165474
Indianapolis, IN
Past

April 8, 2022 - November 19, 2024

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
CARMEL, IN
Past

August 9, 2019 - November 19, 2024

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
CARMEL, IN

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".
SW
STRATEGIC WEALTH INVESTMENT GROUP, LLC
STRATEGIC WEALTH DESIGNERS | STRATEGIC WEALTH INVESTMENT GROUP, LLC | STRATEGIC WEALTH DESIGNERS, LLC

CRD#: 165474 / SEC#: 801-117642

RIA
Registered Investment Advisory firm - (11/14/2019 Approved)
Indiana
Registered Investment Advisory firm - (11/20/2019 Terminated)
Kentucky
Registered Investment Advisory firm - (11/25/2019 Terminated)
Ohio
Registered Investment Advisory firm - (11/20/2019 Terminated)

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
Indiana
(1/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/6/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/16/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/23/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/9/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/20/2019
Securities Industry Essentials Examination

Current Firm

SW
STRATEGIC WEALTH INVESTMENT GROUP, LLC
STRATEGIC WEALTH DESIGNERS | STRATEGIC WEALTH INVESTMENT GROUP, LLC | STRATEGIC WEALTH DESIGNERS, LLC

CRD#: 165474 / SEC#: 801-117642

RIA
Registered Investment Advisory firm - (11/14/2019 Approved)
Indiana
Registered Investment Advisory firm - (11/20/2019 Terminated)
Kentucky
Registered Investment Advisory firm - (11/25/2019 Terminated)
Ohio
Registered Investment Advisory firm - (11/20/2019 Terminated)
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Contact information

Main Address
Louisville, KY
Mailing Address
Phone number
(502) 412-3354
Established
Firm type
Fiscal year end
# of Employees
88

SEC notice filing (38 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

FORM ADV PART 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts7,626
AUM (Assets Under Management)$ 1,110,956,980

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 WEALTH INVESTMENT GROUP, LLC

CRD#: 165474Indianapolis, IN 46240

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