Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Genac is a financial advisor with Financial Strategies, Inc. based in Brookfield, WI. Anthony has been in the financial services industry since 2016. He is a Certified Financial Planner and holds the Series 65 license. Anthony has experience working with a variety of clients, including individuals and high net worth individuals. Anthony specializes in providing financial planning, portfolio management for individuals, and retirement planning services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
11/01/2024 - Present
Financial Strategies, Inc. (BROOKFIELD WI)
IA
Issued 09/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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