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Quinn Teague

Strategic Wealth Investment Group, LLC

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About Quinn Teague

Quinn Teague is a financial professional with several years of experience in the industry. Quinn is currently registered with Strategic Wealth Investment Group, LLC in Indiana and Ohio. Quinn specializes in providing financial planning and portfolio management services to individuals and businesses. Quinn has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Quinn holds a Series 63, Series 65, and Series 7TO licenses. Quinn's previous experience includes roles at AXA ADVISORS, LLC, EQUITABLE ADVISORS, LLC, and Meijer.

Firm Information

Quinn Teague is currently registered with Strategic Wealth Investment Group, LLC. Strategic Wealth Investment Group, LLC is a registered investment advisor based in Louisville, Kentucky. With over 31 licensed agents and 27 investment adviser representatives, the firm manages approximately $900.8 million in assets for 22,963 clients. Strategic Wealth Investment Group, LLC specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. The firm serves a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.
Strategic Wealth Investment Group, LLC

500 N. HURSTBOURNE PARKWAY

LOUISVILLE, KY 40222

$900.77M

Assets Under Management

15

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Quinn Teague’s Registration & Firm History

IN

01/06/2025 - Present

Strategic Wealth Investment Group, LLC (Indianapolis IN)

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Licenses & Designations

IA

Issued 04/06/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/09/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Quinn Teague.
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