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Financial Strategies, Inc.

CRD 113097  ·  Brookfield, WI  ·  $149.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
113097
SEC number
801-125921
Firm type
RIA
Assets under management
$149.8M as of Mar 9, 2026
Website
www.facebook.com/FSIInvest ↗
Phone
262-821-1664
Address
13555 Bishops Court, Brookfield, WI, 53005

Advisors at this firm

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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