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
13555 Bishops Court, Suite 340, Brookfield, WI 53005
https://www.facebook.com/fsiinvest/
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    547
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ, FL, IL, WI

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

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, financial advisor Brookfield WI
Hannah J. Chavez
CRD#: 6739973
13555 Bishops Court, Suite 340, Brookfield, WI 53005

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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