Financial Strategies, Inc.
Financial Strategies, Inc. (CRD# 113097) is a financial advisory firm headquartered in Brookfield, WI. They manage $131,674,171 in 547 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management132MILLION
-
Total Number of Accounts547ACCOUNTS
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Average Account Value$240,721
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
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, IL, WI
Financial Advisors at Financial Strategies, Inc.
1
James Cantrell (CRD# 2087445) is an Investment Advisor Representative working at Financial Strategies, Inc. in Brookfield, WI and has over 33 years of experience in the finance industry.
2
Hannah Chavez (CRD# 6739973) is an Investment Advisor Representative working at Financial Strategies, Inc. in Brookfield, WI and has over 4 years of experience in the finance industry.
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