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16964 Robbins Road Suite #100A, Grand Haven, MI 49417 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-18 |
| MI | RA | APPROVED | 2024-01-10 |
Branch Locations
16964 Robbins Road Suite #100A, Grand Haven, MI 49417 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Financial Group | Grand Haven | MI | 01/2015 | Present |
| Usa Financial Securities Corporation | Grand Haven | MI | 06/2016 | 01/2022 |
| Strategic Financial Group, L.L.C. | Grand Haven | MI | 01/2022 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-09 |
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