Team Financial Strategies

CRD 134104 · Abilene, TX · $262.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 134104
SEC number: 801-78596
Firm type: RIA
Assets under management: $262.0M as of Mar 30, 2026
Website: www.facebook.com/TEAMFINANCIALSTRATEGIES ↗
Phone: 325-480-1587
Address: 425 Cypress St., Abilene, TX, 79601

Advisors at this firm

9 in our index · page 1 of 1

Chad Brandon HoesCRD 4803973 · Abilene, TX

IA Registered
Kirby Sean HartleyCRD 8036523 · Abilene, TX

IA Registered
James LeavellCRD 7413647 · Abilene, TX

IA Registered
Blake E MarionCRD 6382572 · Abilene, TX

IA Registered
Joby Brae RaymondCRD 6130736 · Abilene, TX

IA Registered
Conner Ryan RuffinCRD 8231836 · Abilene, TX

IA Registered
Joseph Shane TeamCRD 4820236 · Abilene, TX

IA Registered
Isaac Carroll TowneCRD 8031499 · Granbury, TX

IA Registered
William Bryan VineCRD 8202404 · Abilene, TX

IA Registered

Source & corrections

Where this page comes from

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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.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.