LP Profile

Financial Strategies

Also known as financial strategies

Wealth ManagerBrookfield, United StatesFounded 1991
$150M
Assets Under Management
Brookfield
Headquarters
Investment Focus

About Financial Strategies

We are one of Milwaukee's first fee-only financial planning & wealth management firms. Our advisors help people achieve financial freedom.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Financial Strategies from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$149.8M
Total Clients
560
Filing Date
March 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Financial Strategies?

Financial Strategies is a wealth manager based in Brookfield, United States, managing approximately $150M in assets.

Where is Financial Strategies headquartered?

Financial Strategies is headquartered in Brookfield, United States.

How much does Financial Strategies manage?

Financial Strategies manages approximately $150M in assets under management.

When was Financial Strategies founded?

Financial Strategies was founded in 1991.

How can I contact Financial Strategies?

Verified contact details, key decision-makers, and investment preferences for Financial Strategies are available on LPbacked. Create a free account to access them.