Stephanie Paige Greene

Employer firm

Strategic Financial Group, L.l.c. CRD 316512

$106M regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Strategic Financial Group
  Grand Haven, MI
• 06/2016 → 01/2022
  Usa Financial Securities Corporation
  Grand Haven, MI
• 01/2022 → Present
  Strategic Financial Group, L.L.C.
  Grand Haven, MI

Previous Registrations

• 2016-06-14 → 2022-01-07
  Usa Financial Securities Llc
  Ada, MI
  Grand Haven, MI
  Grand Rapids, MI

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-09

Designations

• Certified Financial Planner

Other Names

• Stephanie P Tanke