Financial Strategies, Inc. is licensed as an Investment Advisor with the State of Wisconsin Department of Financial Institutions. The firm will not solicit or accept business in any state in which it is not properly licensed or otherwise qualified to conduct business by virtue of a state "de minimus" exemption.
This internet site does not provide investment advice, nor does it constitute an offer to provide investment advice, to any individual or any entity in any state or other jurisdiction.
Our investment advisor disclosure statement, Form ADV Part II and applicable schedules, is available by contacting the office of Financial Strategies, Inc.
This internet site contains links to other external internet sites containing information created, published, maintained or otherwise posted by institutions or organizations independent of Financial Strategies, Inc. Financial Strategies, Inc. does not endorse, approve, certify or control these external internet sites and does not guarantee, nor assume responsibility for the information located at such sites. Use of any information obtained from such sites is voluntary and at the sole discretion of the user.
Financial Strategies, Inc. 13555 Bishops Court, Brookfield, WI 53005 262.821.1664 Jim@RetirementAndWealth.com Wealth Advisors: Unparalleled Experience...Uncompromising Care
