CRD: 113097
Financial Strategies, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Summit value
- Established Date
- 03-27-1995
- Office Locations
- 1
Office Locations
About Financial Strategies, Inc.
Financial Strategies, Inc. is a fee-only, fiduciary wealth management firm providing integrated financial planning and investment management for high-net-worth executives, professionals, business owners, retirees, and families in the Milwaukee area. CFP professionals lead a consultative, goals-based process and support complex needs such as executive benefit packages, with plans reviewed and adjusted over time.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES DOUGLAS CANTRELL
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2087445
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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HANNAH JANE CHAVEZ
Investment Advisor
- CRD
- #6739973
Zachary Daniel Dujmic
--
- CRD
- #8155967
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,831,208 | $267,556 |
| Non-Discretionary | $0 | -- |
| Total | $149,831,208 | $267,556 |
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Separately Managed Accounts
Total SMA Asset: $149,831,208
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $499,861,602 | 38.2% |
| Equity - Exchange | $274,793,027 | 21.0% |
| Cash | $533,883,596 | 40.8% |
| Total | $1,308,538,225 | 100.0% |