Certified Financial Strategies Corporation
Certified Financial Strategies Corporation (CRD# 114361) is a financial advisory firm headquartered in Dallas, TX. They manage $50,314,563 in 206 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management50MILLION
Total Number of Accounts206ACCOUNTS
Average Account Value$244,245
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Roger Asel (CRD# 2102267) is an Investment Advisor Representative working at Certified Financial Strategies Corporation in Dallas, TX and has over 26 years of experience in the finance industry. Roger Asel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Edgerton (CRD# 4453650) is an Investment Advisor Representative working at Certified Financial Strategies Corporation in Dallas, TX and has over 15 years of experience in the finance industry.