CT
CT

Christopher Tanke

20 Years of Experience
Grand Haven, MI

Christopher Tanke is a registered investment advisor at Strategic Financial Group, L.L.C., based in Grand Haven, MI, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 158 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
158 clients
Average Client Portfolio
$669K average
Assets Under Management
$105.7M

Fee Structure

Minimum Investment:$10K

Strategic Financial Group (SFG) charges a percentage of your portfolio each year, up to a maximum of 1.65%. The exact fee is negotiable and will be detailed in your advisory agreement.

Loading...

Location

16964 Robbins Road, Suite #100A, Grand Haven, MI, 49417

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Strategic Financial Group, L.L.C.
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
USA Financial Securities Corporation
October 2008 - January 2022 · 13 yrs 3 mos
USA Financial Securities CorporationBroker
September 2008 - January 2022 · 13 yrs 4 mos
Horace Mann Investors INCBroker
July 2005 - August 2008 · 3 yrs 1 mo
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.