SEC Form ADV

CERTIFIED FINANCIAL STRATEGIES CORPORATION

Registered Investment AdviserTX
$133.3M
Assets Under Management
300
Total Clients
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Registration Details

Accession
CRD-114361
Location
DALLAS, TX
Filing Date
March 6, 2026
AUM
$133.3M
Total Clients
300
Amendment
No

About this Adviser

CERTIFIED FINANCIAL STRATEGIES CORPORATION is a registered investment adviser headquartered in DALLAS, TX, managing approximately $133.3M in assets across 300 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.