Steven
Gronceski
Strategiq Financial Group, LLC
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About this Advisor
Steven Gronceski is a certified financial planner working in Merrillville, Indiana who has 16 years of relevant experience. Gronceski works at Strategiq Financial Group, LLC. The advisor has gained experience at Strategiq Financial Group, LLC and Sii Investments. Gronceski maintains a Series 63 license, designating them as a securities representative, and is able to operate in Arizona, Florida, Illinois, Indiana and Texas. Strategiq Financial Group, LLC is a financial advisory business that has its headquarters in Merrillville, IN. The company has offices in five locations and a total of 29 employees. It oversees $2 billion in assets among 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 accounts, 28% are held by high-net-worth investors who have greater than $1 million in investable assets. Strategiq Financial Group, LLC provides a broad range 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 typically vary depending on which service is offered. However, fees billed by Strategiq Financial Group, LLC most likely include 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
Steven Gronceski Work History
Steven has been registered as a financial advisor for 16 years.*
Strategiq Financial Group, LLC
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 Steven Gronceski 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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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.
