Strategy Financial Services

Strategy Financial Services (CRD# 164531) is a financial advisory firm headquartered in Phoenix, AZ. They manage $49,625,876 in 376 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $131,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ

Financial Advisors at Strategy Financial Services
Showing 1 - 4 of 4 top financial advisors.
1
David M. Riley
CRD#: 5541714
3200 E Camelback Road, Suite 285, Phoenix, AZ 85018
93
Wealthminder
score

David Riley (CRD# 5541714) is an Investment Advisor Representative working at Strategy Financial Services in Phoenix, AZ and has over 9 years of experience in the finance industry.

2
Calvin P. Goetz
CRD#: 5604158
3200 E. Camelback Road, Suite 285, Phoenix, AZ 85018
90
Wealthminder
score

Calvin Goetz (CRD# 5604158) is an Investment Advisor Representative working at Strategy Financial Services in Phoenix, AZ and has over 6 years of experience in the finance industry.

3
Anthony E. Olson
CRD#: 5953822
3200 E. Camelback Road, Suite 285, Phoenix, AZ 85018
90
Wealthminder
score

Anthony Olson (CRD# 5953822) is an Investment Advisor Representative working at Strategy Financial Services in Phoenix, AZ and has over 6 years of experience in the finance industry.

4
Suzanne L. Graf
CRD#: 2341198
3200 E. Camelback Road, Suite 285, Phoenix, AZ 85018
81
Wealthminder
score

Suzanne Graf (CRD# 2341198) is an Investment Advisor Representative working at Strategy Financial Services in Phoenix, AZ and has over 9 years of experience in the finance industry.

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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.