Strategic Financial

Strategic Financial (CRD# 127924) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $55,465,925 in 129 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $429,968
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, TX

Financial Advisors at Strategic Financial
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth D. Gross
CRD#: 2394792
One Boardwalk Avenue, Suite 103, Thousand Oaks, CA 91360
90
Wealthminder
score

Kenneth Gross (CRD# 2394792) is an Investment Advisor Representative working at Strategic Financial in Thousand Oaks, CA and has 1 year of experience in the finance industry. Kenneth Gross 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.

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