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Brittany Ann Culver

FINANCIAL STRATEGIES GROUP, INC·OKEMOS, Michigan
Series 65Clean record4 years registeredFINANCIAL STRATEGIES GROUP, INC
2270 JOLLY OAK ROAD., SUITE 2, OKEMOS, MI 48864CRD# 5953504Firm CRD# 289054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brittany Ann Culver · OKEMOS, MI
Registration
CRD #5953504 · FINANCIAL STRATEGIES GROUP, INC · 4 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL STRATEGIES GROUP, INC
Feb 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 16, 2022
Years registered · 4
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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Frequently Asked Questions

What services does Brittany Ann Culver offer?
Brittany Ann Culver specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKEMOS, Michigan for a consultation.
What are Brittany Ann Culver's credentials?
Brittany Ann Culver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brittany Ann Culver located?
Brittany Ann Culver 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 Brittany Ann Culver charge for services?
Brittany Ann Culver'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

Brandon Ellis Carter
OKEMOS, MI
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Brice Patrick Carter
OKEMOS, MI
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