Financial Strategies, LLC

Financial Strategies, LLC (CRD# 121846) is a financial advisory firm headquartered in Merrillville, IN. They manage $44,300,000 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $438,614
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
  • Other
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.

IN

Financial Advisors at Financial Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Barbara J. Bowden
CRD#: 2796510
320 E. 90th Drive, Merrillville, IN 46410
96
Wealthminder
score

Barbara Bowden (CRD# 2796510) is an Investment Advisor Representative working at Financial Strategies, LLC in Merrillville, IN and has over 19 years of experience in the finance industry. Barbara Bowden 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.

2
Nancy L. Clifford
CRD#: 1311307
320 E. 90th Drive, Suite A, Merrillville, IN 46410
86
Wealthminder
score

Nancy Clifford (CRD# 1311307) is an Investment Advisor Representative working at Financial Strategies, LLC in Merrillville, IN and has over 33 years of experience in the finance industry.

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