Kashish
Meghani
Strategiq Financial Group, LLC
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About this Advisor
Kashish Meghani is a financial advisor who works in Merrillville, Indiana with a total of 2 years of relevant experience. Meghani is on the advisory team at Strategiq Financial Group, LLC. During their career, the advisor has held roles at Strategiq Financial Group, LLC, Northern Illinois University, Savant Wealth Management, First Secure Community Bank, Kdl & Co, M Bhutra & Associates, Veer Narmad South Gujarat University and Ryan International School. Meghani maintains a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Illinois and Indiana. Strategiq Financial Group, LLC is a financial advisory firm headquartered in Merrillville, IN. The company has offices in five locations and a total of 29 advisors. It has $2 billion in assets across its 3,322 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 3,322 accounts, 28% are associated with high-net-worth clients who have greater than $1 million in assets. The firm provides a diverse range 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 largely are based on which services the firm provides the client. However, fees charged by Strategiq Financial Group, LLC likely are comprised of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategiq Financial Group, LLC Brokerage Details
$1,518,782,139
29
3,322
$457,189
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
Kashish Meghani Work History
Kashish has been registered as a financial advisor for 2 years.*
Strategiq Financial Group, LLC
Savant Wealth Management
First Secure Community Bank
Northern Illinois University
Northern Illinois University
Kdl & Co
M Bhutra & Associates
Veer Narmad South Gujarat University
Ryan International School
*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 Kashish Meghani 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
Merrillville, IN
Merrillville, IN
Merrillville, IN
Merrillville, IN
Merrillville, IN
Merrillville, IN
Merrillville, IN
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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