Financial Strategies Group, Inc.
Financial Strategies Group, Inc. (CRD# 289054) is a financial advisory firm headquartered in Okemos, MI. They manage $468,613,399 in 3,111 accounts and serve the financial needs of clients across 13 states (or territories).
-
Total Assets Under Management469MILLION
-
Total Number of Accounts3,111ACCOUNTS
-
Average Account Value$150,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, IL, MI, NC, NE, OH, TN, TX, WA, WI
Brandon Carter (CRD# 5192849) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 16 years of experience in the finance industry.
Brice Carter (CRD# 5947902) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 11 years of experience in the finance industry.
Mark Carter (CRD# 1833030) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 35 years of experience in the finance industry.
Kyle Cooper (CRD# 6078781) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 11 years of experience in the finance industry.
Justin Meyer (CRD# 6118731) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 9 years of experience in the finance industry.
Brittany Culver (CRD# 5953504) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 2 years of experience in the finance industry.