Stephanie Greene
Stephanie Greene is a CFP-designated registered investment advisor at Strategic Financial Group, L.L.C., based in Grand Haven, MI, with 10 years of industry experience. Stephanie 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
16964 Robbins Road, Suite #100A, Grand Haven, MI, 49417
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Stephanie is a licensed insurance agent and may offer clients advice or products from this activity, which presents a conflict of interest due to commissions. Clients have the right to choose whether to utilize Stephanie's services in her outside capacities.
Employment History
Current Registrations
Strategic Financial Group, L.L.C.
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
State Registrations1 state
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.