Pamela
Martin
Strategiq Financial Group, LLC
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About this Advisor
Pamela Martin is a financial advisor who works out of Merrillville, Indiana, who has 6 years of industry experience. Martin works at Strategiq Financial Group, LLC. Throughout their career, Martin has worked at Pfs Investments Inc, Primerica Financial Services, Modesty Counts, Hd Vest Investment Services, Hd Vest Insurance Agency, Inc, Keys To Life LLC, Strategiq Financial Group, LLC and Hd Vest Insurance Agency. Martin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois, Indiana and Wisconsin. Strategiq Financial Group, LLC is a registered investment business that has its headquarters in Merrillville, IN. It has offices in five locations and a total of 29 employees. It has $2 billion in assets across its 3,322 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 3,322 customer accounts, 28% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a number 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. Fees charged by financial advisors typically are based on which services are provided. However, fees billed by Strategiq Financial Group, LLC may include any combination 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
Pamela Martin Work History
Pamela has been registered as a financial advisor for 6 years.*
Keys To Life LLC
Strategiq Financial Group, LLC
Hd Vest Insurance Agency
Hd Vest Investment Services
Hd Vest Insurance Agency, Inc
Pfs Investments Inc
Primerica Financial Services
Modesty Counts
*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 Pamela Martin 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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