Connor W. Maki

STRATEGIC FINANCIAL GROUP, L.L.C.

Grand Haven, MI 49417

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CRD#: 7945098

Professional summary

Connor William Maki is a registered financial advisor currently at STRATEGIC FINANCIAL GROUP, L.L.C. located in Grand Haven, Michigan.

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Connor has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I am the Director of Young Adults at Coopersville Reformed Church. In this role I organize a weekly meeting for young adults 30 and under at a religious institution. It is a teaching and community building role. I have limited input on the day-to-day and long term movements of the organization.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor William Maki'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

August 20, 2024 - Present

STRATEGIC FINANCIAL GROUP, L.L.C.

Office #1: 16964 Robbins Road Suite #100a, Grand Haven, MI 49417

RIA

CRD#: 316512

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
(8/20/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 8/20/2024

Uniform Investment Adviser Law 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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Connor W. Maki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor William Maki's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC FINANCIAL GROUP, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2024

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.

TRUST BUT VERIFY

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