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James Douglas Cantrell

Financial Strategies, Inc.

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About James Douglas Cantrell

James Douglas Cantrell is a Certified Financial Planner™ with over 30 years of experience in the financial services industry. James is currently registered with Financial Strategies, Inc. in Wisconsin and Texas. James has a proven track record of providing financial planning and investment management services to individuals and families. James's specialties include retirement planning, college savings, and estate planning. James is committed to helping clients achieve their financial goals.

Firm Information

James Cantrell is currently registered with Financial Strategies, Inc.. 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.

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James Cantrell’s Registration & Firm History

WI

03/27/1995 - Present

Financial Strategies, Inc. (BROOKFIELD WI)

MN

01/24/1994 - 05/26/1995

FORTIS INVESTORS, INC. (OAKDALE MN)

IL

06/25/1991 - 01/11/1994

FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)

GA

09/13/1990 - 06/25/1991

PLANNED INVESTMENTS INC. (ATLANTA GA)

GA

09/10/1990 - 10/01/1990

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 08/29/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/1990

Series 7 - General Securities Representative Examination

BC

Issued 09/07/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Douglas Cantrell.
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