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Financial Strategies, Inc.

Headquartered in BROOKFIELD, WI

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Firm Information

Financial Strategies, Inc. is an investment advisor located in Brookfield, WI. The firm manages over $131 million in discretionary assets for 547 clients. They offer financial planning and portfolio management for individuals and high-net-worth individuals. They can be found online at https://www.financialstrategiesinc.com and on social media at Facebook, Twitter, and LinkedIn.

Financial Strategies, Inc.

13555 BISHOPS COURT

BROOKFIELD, WI 53005

$131.67M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FINANCIAL STRATEGIES, INC. has a total of 1 branch locations across the country.
location

BROOKFIELD, WI

Advisors at Financial Strategies, Inc.

View All 2 Advisors
Unclaimed
James Douglas Cantrell

CFP®, RA

BROOKFIELD, WI

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Unclaimed
Anthony Keith Genac

CFP®, RA

OMAHA, NE

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Unclaimed
Hannah Jane Chavez

RA

BROOKFIELD, WI

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Disclosures

There are no public disclosures for Financial Strategies, Inc..

Frequently Asked Questions (7)

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