Strategic Financial Inc.
Strategic Financial Inc. (CRD# 147215) is a financial advisory firm headquartered in Fargo, ND. They manage $24,543,690 in 261 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Strategic Financial Inc.
By the Numbers
-
Total Assets Under Management25MILLION
-
Total Number of Accounts261ACCOUNTS
-
Average Account Value$94,037
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
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, ND
Financial Advisors at Strategic Financial Inc.
1
Jerald Hoffner (CRD# 1370144) is an Investment Advisor Representative working at Strategic Financial Inc. in Fargo, ND and has over 38 years of experience in the finance industry.
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