Connor Maki
Strategic Financial Group · Grand Haven, Michigan
Connor Maki is a fee-only financial advisor at Strategic Financial Group in Grand Haven, Michigan. Strategic Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Strategic Financial Group |
|---|---|
| Based in | Grand Haven, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $105.7M across 384 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7945098 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.strategicfg.net |
| Profile |
How Connor's firm compares
- Strategic Financial Group's average account is about $275,000, from its Form ADV (assets managed divided by 384 accounts).
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Questions about Connor
Is Connor Maki a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Connor holds no broker registration, and Strategic Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Connor charge for financial advice?
Connor's firm, Strategic Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Connor Maki based?
Connor Maki is based in Grand Haven, Michigan.
Is Connor Maki registered with the SEC?
Yes. Connor Maki is registered as an investment adviser representative in MI (CRD 7945098), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strategic Financial Group manage?
Strategic Financial Group reports $105.7M across 384 accounts in assets under management.
How do I contact Connor Maki?
Through Connor's website, www.strategicfg.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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