Financial Management Strategies, Inc.

Financial Management Strategies, Inc. (CRD# 120818) is a financial advisory firm headquartered in Valley View, OH. They manage $375,236,772 in 1,070 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    375
    MILLION
  • Total Number of Accounts
    1,070
    ACCOUNTS
  • Average Account Value
    $350,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NH, NV, OH, PA, TX

Financial Advisors at Financial Management Strategies, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Anant K. Jain
CRD#: 2975188
777 South Central Expwy, Suite #1-r, Richardson, TX 75080
96
Wealthminder
score

Anant Jain (CRD# 2975188) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Richardson, TX and has over 20 years of experience in the finance industry. Anant Jain 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.

2
Christopher Du Laney
CRD#: 4934899
9050 Sweet Valley Drive, Valley View, OH 44125
93
Wealthminder
score

Christopher Du Laney (CRD# 4934899) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Valley View, OH and has over 12 years of experience in the finance industry.

3
Charles B. Elliott
CRD#: 4069269
9050 Sweet Valley Drive, Valley View, OH 44125
87
Wealthminder
score

Charles Elliott (CRD# 4069269) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Valley View, OH and has 1 year of experience in the finance industry.

4
Jerry P. Michna
CRD#: 2711435
1812 Hiram St Ne, Louisville, OH 44641
83
Wealthminder
score

Jerry Michna (CRD# 2711435) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Louisville, OH and has over 19 years of experience in the finance industry.

5
Geoffrey F. Novack
CRD#: 1761710
9050 Sweet Valley Drive, Valley View, OH 44125
83
Wealthminder
score

Geoffrey Novack (CRD# 1761710) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Valley View, OH and has over 28 years of experience in the finance industry.

6
James V. Rogan
CRD#: 1180646
626 West New Castle St., Suite 102, Zelienople, PA 16063
81
Wealthminder
score

James Rogan (CRD# 1180646) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Zelienople, PA and has over 31 years of experience in the finance industry.

7
Colin F. Smith
CRD#: 1331467
9050 Sweet Valley Drive, Valley View, OH 44125
81
Wealthminder
score

Colin Smith (CRD# 1331467) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Valley View, OH and has over 25 years of experience in the finance industry.

8
Marc R. Surmay
CRD#: 2213792
9050 Sweet Valley Drive, Valley View, OH 44125
81
Wealthminder
score

Marc Surmay (CRD# 2213792) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Valley View, OH and has over 19 years of experience in the finance industry.

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