Strategis Financial Group, Inc.

Strategis Financial Group, Inc. (CRD# 104861) is a financial advisory firm headquartered in Provo, UT. They manage $27,203,170 in 317 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $85,814
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • 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.

AZ, CA, FL, UT

Financial Advisors at Strategis Financial Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Rodney L. Jackson
CRD#: 1894235
2230 N University Pkwy, 9e, Provo, UT 84604
93
Wealthminder
score

Rodney Jackson (CRD# 1894235) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Provo, UT and has over 28 years of experience in the finance industry.

2
Flint J. Stephens
CRD#: 2811521
2230 N University Pkwy, 9e, Provo, UT 84604
93
Wealthminder
score

Flint Stephens (CRD# 2811521) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Provo, UT and has over 9 years of experience in the finance industry.

3
Scott H. Garbutt
CRD#: 852029
2230 N University Pkwy, 9e, Provo, UT 84604
86
Wealthminder
score

Scott Garbutt (CRD# 852029) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Provo, UT and has over 32 years of experience in the finance industry. Scott Garbutt 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.

4
Richard F. Lee
CRD#: 305418
Tierra Verde, FL
83
Wealthminder
score

Richard Lee (CRD# 305418) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Tierra Verde, FL and has over 24 years of experience in the finance industry.

5
Mark T. Sumsion
CRD#: 1812582
2230 N University Pkwy, 9e, Provo, UT 84604
58
Wealthminder
score

Mark Sumsion (CRD# 1812582) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Provo, UT and has over 28 years of experience in the finance industry.

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