SEC Form ADV

CERTIFIED FINANCIAL STRATEGIES CORPORATION

Registered Investment AdviserTX
$144.4M
Assets Under Management
3
Total Clients
1
Employees
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Registration Details

Accession
crd-114361
Location
DALLAS, TX
Filing Date
September 15, 2026
AUM
$144.4M
Total Clients
3
Institutional Clients
2
Employees
1
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporationsOther

About this Adviser

CERTIFIED FINANCIAL STRATEGIES CORPORATION is a registered investment adviser headquartered in DALLAS, TX, managing approximately $144.4M in assets across 3 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.