FINANCIAL STRATEGIES, INC.
Tel: 262-821-1664 13555 Bishops Court Suite 340 Brookfield, Wisconsin 53005
About FINANCIAL STRATEGIES, INC.
FINANCIAL STRATEGIES, INC. is a Brookfield, Wisconsin based financial advisory firm with nearly $131,674,171 in assets under management and provides investment advisory services for 547 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
113097
Firm SEC#:
801-125921
Assets Under Management:
$131,674,171
No. of Clients:
547
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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