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Lincoln Servous Ellis

STRATEGIC FINANCIAL GROUP, LLC·MERRILLVILLE, Indiana
Unclaimed Profile
101 EAST 90TH DRIVE, MERRILLVILLE, IN 46410CRD# 3240560Firm CRD# 144287
01

About

Lincoln Servous Ellis is a registered financial advisor based in MERRILLVILLE, Indiana, affiliated with STRATEGIC FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STRATEGIQ FINANCIAL GROUP, LLC
STRATEGIQ FINANCIAL GROUP, LLC
AUM
$1.6B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at STRATEGIQ FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SUBSCRIPTION FEE - INTERACTIVE WEALTH MANAGEMENT PORTAL SERVICE
Regulatory
SEC/IARD CRD# 3240560
Firm CRD# 144287
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lincoln Servous Ellis offer?
Lincoln Servous Ellis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MERRILLVILLE, Indiana for a consultation.
What are Lincoln Servous Ellis's credentials?
Lincoln Servous Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lincoln Servous Ellis located?
Lincoln Servous Ellis is based in MERRILLVILLE, Indiana, working with STRATEGIC FINANCIAL GROUP, LLC. Their office serves clients in the MERRILLVILLE metropolitan area and surrounding communities.
How does Lincoln Servous Ellis charge for services?
Lincoln Servous Ellis'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 STRATEGIC FINANCIAL GROUP, LLC?
STRATEGIC 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 in MERRILLVILLE
Chad Eric Hassinger — STRATEGIQ FINANCIAL GROUP, LLCMichael Allen Jankowske — STRATEGIC FINANCIAL GROUP, LLCDeborah Marie Sarkey — STRATEGIQ FINANCIAL GROUP, LLCDoug Justin Hoover — STRATEGIC FINANCIAL GROUP, LLCRena Lynn Noe — STRATEGIC FINANCIAL GROUP, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
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