June 2023
Graig attended the Broadridge Fi360 Solutions Annual Conference 2023
At the end of May, Graig traveled to Scottsdale, Arizona to attend the Broadridge Fi360 Solutions Annual Conference. The Broadridge website states that this event brought together a "diverse group of experts on the major [...]
May 2023
Spring Speaking Engagements
Graig was in Huntington, Indiana on May 12, 2023, to present to Leaders EDGE. See that presentation here. Graig was in Wabash, Indiana on March 20, 2023, to present “From Boom to Gloom.” See that [...]
Graig attended the 2023 Morningstar Investment Conference
At the end of last month, Graig attended the 2023 Morningstar Investment Conference in Chicago, Illinois. Our advisors value these types of continuing education opportunities. From the Morningstar website: "the Morningstar Investment Conference is the [...]
May 2022
New Location
Strategence Capital is excited to announce the opening of a new office in Bluffton, Indiana. The Bluffton office is now one of four Strategence locations, joining Fort Wayne, Indiana, Van Wert, Ohio, and Morris, Minnesota. [...]
February 2022
Congratulations, Kirsten!
Our warm congratulations to Kirsten Demarais on passing the FINRA Series 7 examination. Kirsten joined Strategence Capital in 2020 as an Administrative Assistant, and passing this exam is the next step toward becoming a financial [...]
Congratulations, Ryan!
Congratulations are in order! Strategence Capital's own financial advisor Ryan Stoller recently earned the Chartered Retirement Planning Counselor™ (CRPC) Professional Designation. The CRPC program is uniquely focused on client-centered retirement planning, developed with a focus [...]