Unclaimed Profile

Rena Lynn Noe

STRATEGIC FINANCIAL GROUP, LLC·MERRILLVILLE, Indiana

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66CFPClean record25 years registeredSTRATEGIC FINANCIAL GROUP, LLC

101 EAST 90TH DRIVE, MERRILLVILLE, IN 46410CRD# 4175801Firm CRD# 144287

Profile Verification

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

Identity

Rena Lynn Noe · MERRILLVILLE, IN

Registration

CRD #4175801 · STRATEGIC FINANCIAL GROUP, LLC · 25 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Feb 2018 – present

SII INVESTMENTS, INC.

Feb 2017 – Feb 2018

LAFAYETTE, IN

STRATEGIC FINANCIAL GROUP, LLC

Sep 2007 – Jan 2017

LAFAYETTE, IN

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Apr 2001 – Oct 2007

LAFAYETTE, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · April 30, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIQ FINANCIAL GROUP, LLC

CRD 144287 · SEC 801-68171

AUM

$1.6B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Rena Lynn Noe offer?

Rena Lynn Noe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MERRILLVILLE, Indiana for a consultation.

What are Rena Lynn Noe's credentials?

Rena Lynn Noe holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Rena Lynn Noe located?

Rena Lynn Noe 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 Rena Lynn Noe charge for services?

Rena Lynn Noe'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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