SEC Form ADV

FINANCIAL STRATEGIES, INC.

Firm profile: Financial Strategies — investment focus, AUM, decision-makers and all regulatory filings

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
SEC EDGAR: View original filing →

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.

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