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Eugene Tanke

13 Years of Experience
Grand Haven, MI

Eugene Tanke is a registered investment advisor at Strategic Financial Group, L.L.C., based in Grand Haven, MI, with 13 years of industry experience. Eugene 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.

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Location

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

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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.

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Other Business Activities

Eugene is affiliated with Tanke Financial Group LLC and does not earn commissions.

Employment History
Previous Registrations
Strategic Financial Group, L.L.C.
October 2023 - March 2026 · 2 yrs 5 mos
L.M. Kohn & Company
July 2012 - December 2021 · 9 yrs 5 mos
Leonard and Company
February 2011 - July 2012 · 1 yr 5 mos
Morgan Stanley Smith Barney LLC
February 2010 - February 2011 · 1 yr
Exams
No exam information available for this advisor.