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Brandon Ellis Carter

FINANCIAL STRATEGIES GROUP, INC·OKEMOS, Michigan
SIE, Series 7, Series 63, Series 66CFPChFCClean record15 years registeredFINANCIAL STRATEGIES GROUP, INC
2270 JOLLY OAK ROAD., SUITE 2, OKEMOS, MI 48864CRD# 5192849Firm CRD# 289054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon Ellis Carter · OKEMOS, MI
Registration
CRD #5192849 · FINANCIAL STRATEGIES GROUP, INC · 15 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL STRATEGIES GROUP, INC
Aug 2017 – present
EAGLE STRATEGIES LLC
Apr 2011 – Aug 2017
OKEMOS, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · April 14, 2011
Years registered · 15
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL STRATEGIES GROUP, INC
CRD 289054 · SEC 801-110898
AUM
$469M
Regulatory assets under management
Employees
23
3,111 client accounts
Services offered by FINANCIAL STRATEGIES GROUP, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL STRATEGIES GROUP, INC →
Introduction

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05

Frequently Asked Questions

What services does Brandon Ellis Carter offer?
Brandon Ellis Carter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKEMOS, Michigan for a consultation.
What are Brandon Ellis Carter's credentials?
Brandon Ellis Carter holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brandon Ellis Carter located?
Brandon Ellis Carter is based in OKEMOS, Michigan, working with FINANCIAL STRATEGIES GROUP, INC. Their office serves clients in the OKEMOS metropolitan area and surrounding communities.
How does Brandon Ellis Carter charge for services?
Brandon Ellis Carter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL STRATEGIES GROUP, INC?
FINANCIAL STRATEGIES GROUP, INC has approximately 23 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL STRATEGIES GROUP, INC

Brittany Ann Culver
OKEMOS, MI
Brice Patrick Carter
OKEMOS, MI
CFPChFC

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