Unclaimed Profile

Lincoln Servous Ellis

STRATEGIC FINANCIAL GROUP, LLC·MERRILLVILLE, Indiana

STRATEGIC FINANCIAL GROUP, LLC

101 EAST 90TH DRIVE, MERRILLVILLE, IN 46410CRD# 3240560Firm CRD# 144287

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lincoln Servous Ellis · MERRILLVILLE, IN

Registration

CRD #3240560 · STRATEGIC FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

STRATEGIQ FINANCIAL GROUP, LLC

AUM

$1.6B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Other: SUBSCRIPTION FEE - INTERACTIVE WEALTH MANAGEMENT PORTAL SERVICE

Regulatory

SEC/IARD CRD# 3240560

Firm CRD# 144287

View on FINRA BrokerCheck →

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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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