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StrategIQ Financial Group, LLC Employee Directory

Financial ServicesIndiana, United States11-50 Employees

StrategIQ Financial Group, LLC operates in the financial services sector, delivering personalized wealth management for individuals and businesses. The firm emphasizes a proactive, client-centered process that begins with listening to goals and culminates in a tailored financial plan that guides ongoing investing and planning. An integrated team of specialist advisors collaborates with external professionals to provide comprehensive planning and objective, bottom-line solutions tailored to each client.

Based in Merrillville, Indiana, the company functions as an SEC-registered investment adviser offering advisory services. Recent reporting indicates that Waverly Advisors acquired StrategIQ, with the transaction reportedly completed in 2021.

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

StrategIQ Financial Group, LLC Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

StrategIQ Financial Group, LLC's Leadership

  • Stylized image of a person
    M. S.
    Senior Vice President Of Wealth Management
    Mobile Phone
  • Stylized image of a person
    P. M.
    Financial Advisor
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    M. S.
    Senior Vice President Of Wealth Management
    Mobile Phone
    Jul 07, 2024
  • Stylized image of a person
    P. M.
    Financial Advisor
    Mobile Phone
    May 01, 2024

Frequently Asked Questions

What is StrategIQ Financial Group, LLC known for?

Minus sign iconPlus sign iconStrategIQ Financial Group, LLC was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-312-850-****
. Explore StrategIQ Financial Group, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconStrategIQ 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?

Minus sign iconPlus sign iconStrategIQ Financial Group, LLC has approximately 11 employees as of July 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 July 2026, StrategIQ Financial Group, LLC's key employees include:

  • Senior Vice President Of Wealth Management: M. S.
  • Financial Advisor: P. M.

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