Strategic Financial Inc.

Strategic Financial Inc. (CRD# 147215) is a financial advisory firm headquartered in Fargo, ND. They manage $5,048,917 in 178 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $28,365
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
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.

MN, ND

Financial Advisors at Strategic Financial Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jerald R. Hoffner
CRD#: 1370144
3509 Interstate Blvd. S., Suite D, Fargo, ND 58103
93
Wealthminder
score

Jerald Hoffner (CRD# 1370144) is an Investment Advisor Representative working at Strategic Financial Inc. in Fargo, ND and has over 31 years of experience in the finance industry.

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