Jeremy
Schares

Strategiq Financial Group, LLC

CRD#5414388
Investment Advisor
in Merrillville, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeremy Schares is a certified financial planner based in Merrillville, Indiana, who has 15 years of industry experience. Schares is currently employed by Strategiq Financial Group, LLC. During their career, the advisor has held roles at Strategiq Financial Group, LLC and Sii Investments. Schares has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Illinois, Indiana, Michigan, Pennsylvania and Texas. Strategiq Financial Group, LLC is a financial advisory business that has its headquarters in Merrillville, IN. It has offices in five locations and a total of 29 people on staff. It controls $2 billion in assets under management between its 3,322 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to seven charitable organizations. Of its 3,322 accounts, 28% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a number of services, including 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. Fees for financial management largely are based on which services are offered. Fees charged by Strategiq Financial Group, LLC can include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

15 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Jeremy Schares Work History

Jeremy has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Strategiq Financial Group, LLC

2008 - 2015 (7 years)

Sii Investments

*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 Jeremy Schares 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
Jennifer Ryan
Merrillville, IN
Madeline Brown
Merrillville, IN
Blake Macke
Merrillville, IN
James Hart
Merrillville, IN
Colin Coine
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started