Arcadia Financial Strategies, Inc.

Arcadia Financial Strategies, Inc. (CRD# 122751) is a financial advisory firm headquartered in Oak Park, IL. They manage $61,057,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
830-a North Blvd, Oak Park, IL 60301
http://www.arcadiafs.com
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $2,544,042
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Arcadia Financial Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Walz, financial advisor Oak Park IL
David J. Walz
CRD#: 2366221
830-a North Blvd, Oak Park, IL 60301

David Walz (CRD# 2366221) is an Investment Advisor Representative working at Arcadia Financial Strategies, Inc. in Oak Park, IL and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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