Strategic Financial Designs, Inc.
Strategic Financial Designs, Inc. (CRD# 122898) is a financial advisory firm headquartered in Northfield, IL. They manage $91,017,742 in 354 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management91MILLION
Total Number of Accounts354ACCOUNTS
Average Account Value$257,112
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Ellen Rogin (CRD# 1725128) is an Investment Advisor Representative working at Strategic Financial Designs, Inc. in Northfield, IL and has over 27 years of experience in the finance industry. Ellen Rogin 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.
Ann Adamson (CRD# 4596854) is an Investment Advisor Representative working at Strategic Financial Designs, Inc. in Northfield, IL and has 1 year of experience in the finance industry.