Strategic Financial Designs, Inc.

Strategic Financial Designs, Inc. (CRD# 122898) is a financial advisory firm headquartered in Northfield, IL. They manage $85,952,382 in 351 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $244,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • 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.

IL

Financial Advisors at Strategic Financial Designs, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Ellen S. Rogin
CRD#: 1725128
1780 Ash Street, Suite 200, Northfield, IL 60093
96
Wealthminder
score

Ellen Rogin (CRD# 1725128) is an Investment Advisor Representative working at Strategic Financial Designs, Inc. in Northfield, IL and has over 26 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.

2
Ann M. Adamson
CRD#: 4596854
1780 Ash Street, Suite 200, Northfield, IL 60093
87
Wealthminder
score

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.

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