Financial Strategies, Inc.
Financial Strategies, Inc. (CRD# 113097) is a financial advisory firm headquartered in Brookfield, WI. They manage $131,674,171 in 547 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management132MILLION
-
Total Number of Accounts547ACCOUNTS
-
Average Account Value$240,721
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, IL, WI
Financial Advisors at Financial Strategies, Inc.
1
James Cantrell (CRD# 2087445) is an Investment Advisor Representative working at Financial Strategies, Inc. in Brookfield, WI and has over 33 years of experience in the finance industry.
2
Hannah Chavez (CRD# 6739973) is an Investment Advisor Representative working at Financial Strategies, Inc. in Brookfield, WI and has over 4 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.