FINANCIAL STRATEGIES, INC.

BROOKFIELD, Wisconsin·1 registered advisor·CRD# 113097
SEC# 801-1259210262-821-1664
01

Firm Overview

AUM
$132M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL STRATEGIES, INC.

1 registered advisor
James Douglas Cantrell
BROOKFIELD, Wisconsin
05

Office Locations

BROOKFIELD, Wisconsin
1 advisor

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Data sourced from SEC Form ADV filings. FINANCIAL STRATEGIES, INC. (CRD# 113097) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.