Strategic Financial GroupStrategic Financial Group - Minnesota
  • Home
  • Financial Services
  • Optimize Your 401K
  • Navigating Medicare
  • Our Team
  • Contact
  • Relationship Summary

Helpful Documents

Client Resources

SEC Required Forms:

  • Form CRS
  • ADV Form 2A
  • ADV Form 2B: Brad Gerberding
  • ADV Form 2B: Gabe Fransen
  • Privacy Policy

Planning Documents

  • 5 Step Planning Process

How We Are Compensated

     

    Strategic Financial Group
    9040 Quaday Ave NE, Suite 205 Otsego, MN 55330

    Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered investment adviser. 763-241-8197