Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > brookfield > FINANCIAL STRATEGIES, INC.
FINANCIAL STRATEGIES, INC.
13555 Bishops Court
Suite 340
Brookfield, Wisconsin 53005
Tel: 262-821-1664
About FINANCIAL STRATEGIES, INC.
FINANCIAL STRATEGIES, INC, formally registered with the SEC as FINANCIAL STRATEGIES, INC. The firm was established in 06/21/2022. They have over 1 offices throughout the country.
FINANCIAL STRATEGIES, INC. is a Brookfield, Wisconsin based Financial Planning firm with nearly $131,674,171 assets under management, offering retirement planning & investment advisory services to 547 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113097 |
| SEC# | 801-125921 |
| Assets Managed by Firm | $131,674,171 |
| No. of Clients | 547 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 547 | $131,674,171 |
| Individuals (other than high net worth individuals) | 163 | $72,791,845 |
| High net worth individuals | 21 | $58,882,326 |
More Retirement Planning firms in Brookfield, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
| $151,331,807,781 | 259 | 503 | |
| $35,460,961,000 | 350 | 64 | |
| $28,558,864,166 | 31 | 14 |
Explore More Retirement Advisors in Brookfield, Wisconsin