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FINANCIAL STRATEGIES GROUP, INC
FINANCIAL STRATEGIES GROUP, INC
OKEMOS, Michigan
·
3 registered advisors
·
CRD# 289054
SEC# 801-110898
1
(800) 804-0420
01
Firm Overview
AUM
$469M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FINANCIAL STRATEGIES GROUP, INC
3 registered advisors
Brandon Ellis Carter
OKEMOS, Michigan
CRD# 5192849
Brice Patrick Carter
OKEMOS, Michigan
CRD# 5947902
Brittany Ann Culver
OKEMOS, Michigan
CRD# 5953504
05
Office Locations
OKEMOS, Michigan
3 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL STRATEGIES GROUP, INC (CRD# 289054) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.