Strategiq Financial Group, LLC

Strategiq Financial Group, LLC (CRD# 144287) is a financial advisory firm headquartered in Merrillville, IN. They manage $670,200,000 in 2,911 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    670
    MILLION
  • Total Number of Accounts
    2,911
    ACCOUNTS
  • Average Account Value
    $230,230
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, MI, MO, NC, NJ, NY, OH, PA, TX, WI

Financial Advisors at Strategiq Financial Group, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Stephen J. Barrett
CRD#: 2322637
100 Executive Drive, Suite A, Lafayette, IN 47905

Stephen Barrett (CRD# 2322637) is an Investment Advisor Representative working at Strategiq Financial Group, LLC in Lafayette, IN and has over 27 years of experience in the finance industry. Stephen Barrett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Anna M. Beam
CRD#: 7006764
101 East 90th Drive, Merrillville, IN 46410

Anna Beam (CRD# 7006764) is an Investment Advisor Representative working at Strategiq Financial Group, LLC in Merrillville, IN and has 1 year of experience in the finance industry.

3
Nicole M. Clarke
CRD#: 5018005
101 East 90th Drive, Merrillville, IN 46410

Nicole Clarke (CRD# 5018005) is an Investment Advisor Representative working at Strategiq Financial Group, LLC in Merrillville, IN and has over 14 years of experience in the finance industry.

4
Sandra M. Dudash
CRD#: 1597509
101 East 90th Drive, Merrillville, IN 46410

Sandra Dudash (CRD# 1597509) is an Investment Advisor Representative working at Strategiq Financial Group, LLC in Merrillville, IN and has over 20 years of experience in the finance industry.

5
Steven M. Gronceski
CRD#: 2466208
101 East 90th Drive, Merrillville, IN 46410

Steven Gronceski (CRD# 2466208) is an Investment Advisor Representative working at Strategiq Financial Group, LLC in Merrillville, IN and has over 25 years of experience in the finance industry. Steven Gronceski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
James L. Hart
CRD#: 5890048
101 East 90th Drive, Merrillville, IN 46410

James Hart (CRD# 5890048) is an Investment Advisor Representative working at Strategiq Financial Group, LLC in Merrillville, IN and has over 5 years of experience in the finance industry.

7
Chad E. Hassinger
CRD#: 2226955
101 East 90th Drive, Merrillville, IN 46410

Chad Hassinger (CRD# 2226955) is an Investment Advisor Representative working at Strategiq Financial Group, LLC in Merrillville, IN and has over 27 years of experience in the finance industry. Chad Hassinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Richard L. Hatcher
CRD#: 1028421
101 East 90th Drive, Merrillville, IN 46410

Richard Hatcher (CRD# 1028421) is an Investment Advisor Representative working at Strategiq Financial Group, LLC in Merrillville, IN and has over 38 years of experience in the finance industry.

9
Colleen M. Henes
CRD#: 6290404
101 East 90th Drive, Merrillville, IN 46410

Colleen Henes (CRD# 6290404) is an Investment Advisor Representative working at Strategiq Financial Group, LLC in Merrillville, IN and has over 5 years of experience in the finance industry.

10
Doug J. Hoover
CRD#: 2443723
101 East 90th Drive, Merrillville, IN 46410

Doug Hoover (CRD# 2443723) is an Investment Advisor Representative working at Strategiq Financial Group, LLC in Merrillville, IN and has over 26 years of experience in the finance industry. Doug Hoover has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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