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Business Profile

Financial Planning Consultants

Strategiq Financial Group, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

About

About This Business

Strategic Financial Group, LLC (SFG) is an integrated and comprehensive wealth management firm that has been helping a select group of families, businesses, individuals and institutions achieve financial planning and wealth management goals. SFG is a Securities and Exchange Commission Registered Investment Advisor (RIA). The SFG Tax and Business Services team provides advice and services regarding tax, accounting and business consulting. Our advisory team works together to serve affluent individuals, high net worth families, successful businesses and institutions. We are financial specialists with vast investment, tax, estate and business experience. SFG offers comprehensive advice based on a diversified range of specialties. Our team's registrations and professional credentials are as follows:

Business Details

BBB File Opened:
9/12/2007
Business Started:
2/10/2000
Business Started Locally:
2/10/2000
Business Incorporated:
5/15/2015
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Chad Hassinger, Manager
Ms. Susan Kuczera, Manager
Mr. Bradley Rathe, Chief Investment Officer

Additional Contact Information

Principal Contacts
Mr. Bradley Rathe, Chief Investment Officer
Customer Contacts
Mr. Bradley Rathe, Chief Investment Officer
Additional Phone Numbers
Other Phone: (630) 455-4700
Other Phone: (765) 446-2297
Other Phone: (219) 736-8902
Other Phone: (219) 548-3797

Additional Information

Other Resources
Certified Financial Planner Board of Standards, Inc.
1425 K Street NW
Washington DC 20005
http://www.cfp.net/
Financial Industry Regulatory Authority

Illinois Department of Financial and Professional Regulation
100 W. Randolph
Chicago IL 60601
Phone Number: 888-473-4858
https://idfpr.com
Illinois Department of Insurance
100 W. Randolph St. Suite 9-301
Chicago IL 60601
Phone Number: (312) 814-2420
http://www.idfpr.com/doi
Internal Revenue Service
230 S. Dearborn St. 17th Floor
Chicago IL 60604
Phone Number: (312) 566-4912
http://www.irs.gov
Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]

More Resources

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