StrategIQ Financial Group, LLC Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Passion is what drives us. Integrity is how we work. Your trust is what we earn.

When you’re with StrategIQ, you’re with family - and we look out for family. We say this because this is how we think of our clients and how our clients think of us. Our team consists of knowledgeable, multi-disciplined professionals who have access to extensive resources, and provide objective, bottom-line solutions specific to you.

Whether you are an individual or a business, StrategIQ takes a personalized, hands-on approach to managing and growing your wealth. At StrategIQ we listen. Understanding you, your financial goals and your aspirations, is how we develop tailored wealth strategies. Your personalized financial plan is your roadmap and it is built upon your unique set of facts, feelings and family or business goals. We actively implement, monitor, and revise your wealth management plan according to your goals. We judge our success based on your success.

Over 25 years ago, several successful investment advisors joined forces to develop a financial services experience deliberately built from the ground up. Today, StrategIQ has an integrated team of specialist advisors that collaborate together and with our external professionals to help achieve the financial success of our clients. Our team continues to fulfill our founding principles of comprehensive planning, true teamwork, specialized knowledge and advice, commitment to continued education, and best of breed strategies. Our services are always provided to you ethically and with integrity.

The Clients We Serve:
Business Owners, Executives, Managers & Key Employees, Professionals, Corporate Retirement Plans and their Participants

Investment advisory services are offered by StrategIQ® Financial Group, LLC, an investment adviser registered with the Securities and Exchange Commission.

Find StrategIQ Financial Group, LLC employees' phone numbers or email addresses

StrategIQ Financial Group, LLC Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

StrategIQ Financial Group, LLC's Leadership

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    J. E.
    Partner
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  • Stylized image of a person
    J. E. O.
    Owner And Partner
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  • Stylized image of a person
    M. S.
    Senior Vice President Of Wealth Management
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  • Stylized image of a person
    F. S.
    Managing Director
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  • Stylized image of a person
    V. C.
    Client Service Advisor
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  • Stylized image of a person
    B. S.
    Financial Services Professional
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  • Stylized image of a person
    H. L.
    Financial Advisor
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  • Stylized image of a person
    P. M.
    Financial Advisor
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StrategIQ Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Entrepreneurship
  • Finance
  • Sales
  • Other

Contact profiles from StrategIQ Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. E.
    Partner
    Phone icon
    United StatesNew York
    Oct 17, 2024
  • Stylized image of a person
    J. E. O.
    Owner And Partner
    Phone icon
    United StatesVirginia
    Sep 14, 2024
  • Stylized image of a person
    M. S.
    Senior Vice President Of Wealth Management
    Phone icon
    Jul 07, 2024
  • Stylized image of a person
    F. S.
    Managing Director
    Phone icon
    United StatesFlorida
    Jul 28, 2025
  • Stylized image of a person
    V. C.
    Client Service Advisor
    Phone icon
    United States
    Nov 19, 2025
  • Stylized image of a person
    B. S.
    Financial Services Professional
    Phone icon
    United StatesTexas
    Oct 17, 2024
  • Stylized image of a person
    H. L.
    Financial Advisor
    Phone icon
    United StatesRhode Island
    Jul 07, 2024
  • Stylized image of a person
    P. M.
    Financial Advisor
    Phone icon
    May 01, 2024

Frequently Asked Questions

What is StrategIQ Financial Group, LLC known for?

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StrategIQ Financial Group, LLC was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 101 East 90th Drive Merrillville, Indiana 46410 United States; you can contact the main corporate office by phone at . Explore StrategIQ Financial Group, LLC's company overview page for more information.

What is StrategIQ Financial Group, LLC's most common email format?

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StrategIQ Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more StrategIQ Financial Group, LLC email formats with LeadIQ.

How many employees does StrategIQ Financial Group, LLC have currently?

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StrategIQ Financial Group, LLC has approximately 11 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are StrategIQ Financial Group, LLC's key employees and leadership?

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As of February 2026, StrategIQ Financial Group, LLC's key employees include:

  • Partner: J. E.
  • Owner And Partner: J. E. O.
  • Senior Vice President Of Wealth Management: M. S.
  • Managing Director: F. S.
  • Client Service Advisor: V. C.

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