SEC Form ADV

FINANCIAL STRATEGIES, INC.

Registered Investment AdviserWI
$149.8M
Assets Under Management
560
Total Clients
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Registration Details

Accession
CRD-113097
Location
BROOKFIELD, WI
Filing Date
March 9, 2026
AUM
$149.8M
Total Clients
560
Amendment
No

About this Adviser

FINANCIAL STRATEGIES, INC. is a registered investment adviser headquartered in BROOKFIELD, WI, managing approximately $149.8M in assets across 560 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.