CRD: 134104
Team Financial Strategies
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-20-2007
- Office Locations
- 2
Office Locations
About Team Financial Strategies
Team Financial Strategies is a Texas-based financial planning and investment advisory firm helping individuals and business owners reduce financial stress through goal-based planning and ongoing portfolio management. The team supports retirement, tax, estate/legacy and risk-management planning, and builds diversified allocations using ETFs, mutual funds and fixed income. They use Nitrogen (Riskalyze) to quantify risk tolerance and include CFP professionals.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH SHANE TEAM
Certified Financial Planner, Chief Executive Officer, President
- CRD
- #4820236
- Ownership
- 75% or more
MATTHEW MICHAEL GIGGEY
Broker, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Kirby Sean Hartley
--
- CRD
- #8036523
JOBY BRAE RAYMOND
Financial Advisor
- CRD
- #6130736
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $243,648,767 | $215,809 |
| Non-Discretionary | $18,378,110 | $241,817 |
| Total | $262,026,877 | $217,450 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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