Financial Strategies Group, Inc
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 289054
- SEC number
- 801-110898
- Firm type
- RIA
- Assets under management
- $677.4M as of Mar 25, 2026
- Website
- www.facebook.com/FINANCIALSTRATEGIESGROUP ↗
- Phone
- (800) 804-0420
- Address
- 2270 Jolly Oak Road., Suite 2, Okemos, MI, 48864
Advisors at this firm
7 in our index · page 1 of 1
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Brandon Ellis CarterCRD 5192849 · Okemos, MIIA RegisteredRegistration inactive
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Brice Patrick CarterCRD 5947902 · Fenton, MIIA RegisteredRegistration inactive
-
Mark Ellis CarterCRD 1833030 · Okemos, MIIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Kyle Robert CooperCRD 6078781 · Okemos, MIIA RegisteredRegistration inactive
-
Brittany Ann CulverCRD 5953504 · Okemos, MIIA Registered
-
Joel HoffmanCRD 7926651 · Fenton, MIIA Registered
-
Justin Tyler MeyerCRD 6118731 · Okemos, MIIA RegisteredRegistration inactive
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 289054 ↗
FINRA BrokerCheck record for firm CRD 289054 ↗
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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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.