Financial Strategies, Inc.

Financial Strategies, Inc. (CRD# 113097) is a financial advisory firm headquartered in Brookfield, WI. They manage $88,000,000 in 514 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    514
    ACCOUNTS
  • Average Account Value
    $171,206
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, Inc.
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, Inc. in Brookfield, WI and has over 27 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, Inc. in Brookfield, WI and has over 22 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.