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Bradley Jon Rathe

STRATEGIQ FINANCIAL GROUP, LLC·MERRILLVILLE, Indiana
Series 3, Series 65Clean record12 years registeredSTRATEGIQ FINANCIAL GROUP, LLC
101 EAST 90TH DRIVE, MERRILLVILLE, IN 46410CRD# 2314682Firm CRD# 144287

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Jon Rathe · MERRILLVILLE, IN
Registration
CRD #2314682 · STRATEGIQ FINANCIAL GROUP, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

WAVERLY ADVISORS, LLC
Jan 2024 – present
STRATEGIQ FINANCIAL GROUP, LLC
Jul 2014 – Mar 2024
MADISON, CT
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 65
Registration record
First registered · July 11, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATEGIQ FINANCIAL GROUP, LLC
CRD 144287 · SEC 801-68171
AUM
$1.6B
Regulatory assets under management
Employees
18
3,230 client accounts
Services offered by STRATEGIQ FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at STRATEGIQ FINANCIAL GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Bradley Jon Rathe offer?
Bradley Jon Rathe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MERRILLVILLE, Indiana for a consultation.
What are Bradley Jon Rathe's credentials?
Bradley Jon Rathe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Jon Rathe located?
Bradley Jon Rathe is based in MERRILLVILLE, Indiana, working with STRATEGIQ FINANCIAL GROUP, LLC. Their office serves clients in the MERRILLVILLE metropolitan area and surrounding communities.
How does Bradley Jon Rathe charge for services?
Bradley Jon Rathe's firm is compensated through percentage of aum, subscription fees, other: subscription fee - interactive wealth management portal service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIQ FINANCIAL GROUP, LLC?
STRATEGIQ FINANCIAL GROUP, LLC has approximately 18 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRATEGIQ FINANCIAL GROUP, LLC

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Chad Eric Hassinger
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CFP
Stephen Joseph Barrett
MERRILLVILLE, IN
CFP
Michael Allen Jankowske
MERRILLVILLE, IN

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Nearby cities in Indiana
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Research
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