Unclaimed Profile

Susan Rae Kuczera

STRATEGIC FINANCIAL GROUP, LLC·MERRILLVILLE, Indiana

SIE, Series 7, Series 24, Series 63, Series 65CFP ChFCClean record25 years registeredSTRATEGIC FINANCIAL GROUP, LLC

101 EAST 90TH DRIVE, MERRILLVILLE, IN 46410CRD# 865613Firm CRD# 144287

Profile Verification

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

Identity

Susan Rae Kuczera · MERRILLVILLE, IN

Registration

CRD #865613 · STRATEGIC FINANCIAL GROUP, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC FINANCIAL GROUP, LLC

SII INVESTMENTS, INC.

Dec 2015 – Dec 2016

BURR RIDGE, IL

STRATEGIQ FINANCIAL GROUP, LLC

Sep 2007 – Jun 2021

Bloomingdale, IL

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Aug 2000 – Oct 2007

HINSDALE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 26, 2000

Years registered · 25

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. 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 Susan Rae Kuczera offer?

Susan Rae Kuczera specializes in Financial Planning, Investment Management, Wealth Management.

What are Susan Rae Kuczera's credentials?

Susan Rae Kuczera holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Susan Rae Kuczera located?

Susan Rae Kuczera is based in MERRILLVILLE, Indiana, last registered with STRATEGIC FINANCIAL GROUP, LLC.

How does Susan Rae Kuczera charge for services?

Susan Rae Kuczera'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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