Stephanie Greene
Strategic Financial Group · Grand Haven, Michigan
Stephanie Greene is a fee-only financial advisor at Strategic Financial Group in Grand Haven, Michigan, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 6443181 |
| Exams passed | Series 66 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.strategicfg.net |
| Profile |
How Stephanie'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 Stephanie
Is Stephanie Greene a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie 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 Stephanie charge for financial advice?
Stephanie's firm, Strategic Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephanie Greene based?
Stephanie Greene is based in Grand Haven, Michigan.
What credentials does Stephanie Greene hold?
Stephanie Greene holds the CFP credential.
Is Stephanie Greene registered with the SEC?
Yes. Stephanie Greene is registered as an investment adviser representative in MI and TX (CRD 6443181), 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 Stephanie Greene?
Through Stephanie'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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