Financial Strategies, Incorporated

Financial Strategies, Incorporated (CRD# 113097) is a financial advisory firm headquartered in Brookfield, WI. They manage $57,500,000 in 404 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $142,327
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
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.

WI

Financial Advisors at Financial Strategies, Incorporated
Showing 1 - 2 of 2 top financial advisors.
1
James D. Cantrell
CRD#: 2087445
13555 Bishops Court Suite 340, Brookfield, WI 53005
93
Wealthminder
score

James Cantrell (CRD# 2087445) is an Investment Advisor Representative working at Financial Strategies, Incorporated in Brookfield, WI and has over 26 years of experience in the finance industry.

2
Brian A. Clarke
CRD#: 2248403
13555 Bishops Court, Suite 340, Brookfield, WI 53005
71
Wealthminder
score

Brian Clarke (CRD# 2248403) is an Investment Advisor Representative working at Financial Strategies, Incorporated in Brookfield, WI and has over 20 years of experience in the finance industry. Brian Clarke 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.

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