Certified Financial Strategies Corporation

Certified Financial Strategies Corporation (CRD# 114361) is a financial advisory firm headquartered in Dallas, TX. They manage $81,846,315 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12700 Hillcrest Rd., Ste. 210, Dallas, TX 75230
http://www.cfscorp.com
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $818,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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.

NM, TX

Financial Advisors at Certified Financial Strategies Corporation
Showing 1 - 2 of 2 top financial advisors.
1
Roger Asel, financial advisor Dallas TX
Roger S. Asel
CRD#: 2102267
12700 Hillcrest Rd., Ste. 210, Dallas, TX 75230

Roger Asel (CRD# 2102267) is an Investment Advisor Representative working at Certified Financial Strategies Corporation in Dallas, TX and has over 33 years of experience in the finance industry.

2
Jason Edgerton, financial advisor Dallas TX
Jason A. Edgerton
CRD#: 4453650
12700 Hillcrest Rd., Ste. 210, Dallas, TX 75230

Jason Edgerton (CRD# 4453650) is an Investment Advisor Representative working at Certified Financial Strategies Corporation in Dallas, TX and has over 22 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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