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Stephen Joseph Barrett

STRATEGIC FINANCIAL GROUP, LLC·MERRILLVILLE, Indiana
SIE, Series 7, Series 24, Series 63CFPClean record27 years registeredSTRATEGIC FINANCIAL GROUP, LLC
101 EAST 90TH DRIVE, MERRILLVILLE, IN 46410CRD# 2322637Firm CRD# 144287

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Joseph Barrett · MERRILLVILLE, IN
Registration
CRD #2322637 · STRATEGIC FINANCIAL GROUP, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

WAVERLY ADVISORS, LLC
Jan 2024 – present
STRATEGIQ FINANCIAL GROUP, LLC
Sep 2007 – Mar 2024
LAFAYETTE, IN
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Jan 1999 – Oct 2007
LAFAYETTE, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · January 20, 1999
Years registered · 27
Professional designation · CFP
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 →
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05

Frequently Asked Questions

What services does Stephen Joseph Barrett offer?
Stephen Joseph Barrett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MERRILLVILLE, Indiana for a consultation.
What are Stephen Joseph Barrett's credentials?
Stephen Joseph Barrett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Stephen Joseph Barrett located?
Stephen Joseph Barrett 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 Stephen Joseph Barrett charge for services?
Stephen Joseph Barrett'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 at STRATEGIC FINANCIAL GROUP, LLC

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Steven Michael Gronceski
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Chad Eric Hassinger
MERRILLVILLE, IN
CFP
Michael Allen Jankowske
MERRILLVILLE, IN

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Nearby cities in Indiana
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