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James Douglas Cantrell

FINANCIAL STRATEGIES, INC.·BROOKFIELD, Wisconsin
Clean recordFINANCIAL STRATEGIES, INC.
13555 BISHOPS COURT, BROOKFIELD, WI 53005CRD# 2087445Firm CRD# 113097

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Douglas Cantrell · BROOKFIELD, WI
Registration
CRD #2087445 · FINANCIAL STRATEGIES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Douglas Cantrell is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with FINANCIAL STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINANCIAL STRATEGIES, INC.
FINANCIAL STRATEGIES, INC.
AUM
$132M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FINANCIAL STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2087445
Firm CRD# 113097
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Douglas Cantrell offer?
James Douglas Cantrell specializes in Financial Planning, Investment Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are James Douglas Cantrell's credentials?
James Douglas Cantrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Douglas Cantrell located?
James Douglas Cantrell is based in BROOKFIELD, Wisconsin, working with FINANCIAL STRATEGIES, INC.. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does James Douglas Cantrell charge for services?
James Douglas Cantrell'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, INC.?
FINANCIAL STRATEGIES, INC. has approximately 5 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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