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).
Total Assets Under Management44MILLION
Total Number of Accounts101ACCOUNTS
Average Account Value$438,614
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
Nancy Clifford (CRD# 1311307) is an Investment Advisor Representative working at Financial Strategies, LLC in Merrillville, IN and has over 32 years of experience in the finance industry.