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 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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.