Jennifer
Ryan

Strategiq Financial Group, LLC

CRD#7011440
Investment Advisor
in Merrillville, IN

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About this Advisor

Jennifer Ryan is a certified financial planner based out of Merrillville, Indiana with 4 years of industry experience. Ryan is on the advisory team at Strategiq Financial Group, LLC. The advisor has gained experience at Full Time Education, Indiana Department Of Natural Resources Indiana Dunes State Park, Purdue University, Mindy Deno State Farm Agency and Strategiq Financial Group, LLC. Ryan has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Illinois, Indiana and Texas. Strategiq Financial Group, LLC is an advisory company that has its headquarters in Merrillville, IN. The investment advisory business has offices in five locations and a total of 29 people on staff. It oversees $2 billion in assets under management between its 3,322 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to seven charitable organizations. Of its 3,322 client accounts, 28% are held by high-net-worth investors who have more than $1 million in assets available to invest. Strategiq Financial Group, LLC has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Strategiq Financial Group, LLC may include asset-based, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

101 East 90Th Drive Suite A
Merrillville, IN 46410

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Strategiq Financial Group, LLC Brokerage Details

Total Assets Under Management

$1,518,782,139

IN Average: $1,347,246,178
Total Number of Employees

29

IN Average: 46
Total Number of Accounts

3,322

IN Average: 1,775
Average Account Size

$457,189

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jennifer Ryan Work History

Jennifer has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Strategiq Financial Group, LLC

2017 - 2017 (< 1 year)

Mindy Deno State Farm Agency

2016 - 2016 (< 1 year)

Indiana Department Of Natural Resources Indiana Dunes State Park

2015 - 2015 (< 1 year)

Indiana Department Of Natural Resources Indiana Dunes State Park

2015 - 2017 (2 years)

Purdue University

2014 - 2014 (< 1 year)

Indiana Department Of Natural Resources Indiana Dunes State Park

2014 - 2018 (4 years)

Full Time Education

2014 - 2015 (1 year)

Purdue University

2012 - 2014 (2 years)

Full Time Education

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Ryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strategiq Financial Group, LLC

John Simmons
Merrillville, IN
Christian Resendiz
Merrillville, IN
Colleen Henes
Merrillville, IN
Madeline Brown
Merrillville, IN
Jennifer Ryan
Merrillville, IN
Colin Coine
Merrillville, IN
James Hart
Merrillville, IN
Blake Macke
Merrillville, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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