Team Financial Strategies

Team Financial Strategies (CRD# 134104) is a financial advisory firm headquartered in Abilene, TX. They manage $70,100,000 in 198 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $354,040
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting 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.

TX

Financial Advisors at Team Financial Strategies
Showing 1 - 7 of 7 top financial advisors.
1
Heath H. Hamrick
CRD#: 4808815
1174 N 3rd Street, Abilene, TX 79601
96
Wealthminder
score

Heath Hamrick (CRD# 4808815) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 13 years of experience in the finance industry. Heath Hamrick 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.

2
Darrell S. Haynes
CRD#: 4428800
1174 N 3rd Street, Abilene, TX 79601
96
Wealthminder
score

Darrell Haynes (CRD# 4428800) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 16 years of experience in the finance industry. Darrell Haynes 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.

3
Stephanie A. Davis
CRD#: 6363750
1174 N 3rd Street, Abilene, TX 79601
90
Wealthminder
score

Stephanie Davis (CRD# 6363750) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has 1 year of experience in the finance industry. Stephanie Davis 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
Joseph S. Team
CRD#: 4820236
1174 N 3rd Street, Abilene, TX 79601
90
Wealthminder
score

Joseph Team (CRD# 4820236) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has 1 year of experience in the finance industry. Joseph Team 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.

5
Bradley A. Blanks
CRD#: 6279502
1174 N 3rd Street, Abilene, TX 79601
89
Wealthminder
score

Bradley Blanks (CRD# 6279502) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 3 years of experience in the finance industry.

6
Kenneth R. Young
CRD#: 6305822
1174 N 3rd Street, Abilene, TX 79601
89
Wealthminder
score

Kenneth Young (CRD# 6305822) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 3 years of experience in the finance industry.

7
Blake E. Marion
CRD#: 6382572
1174 N 3rd Street, Abilene, TX 79601
88
Wealthminder
score

Blake Marion (CRD# 6382572) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 3 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.