Wealth Manager
    SEC Registered
    Manages Private Funds

    Financial Strategies Group

    Registered investment advisor · Fargo, North Dakota · CRD #122030

    Assets Under Management
    $189M
    Client Accounts
    1,346
    Employees
    10
    CRD Number
    122030
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Financial Strategies Group

    Financial Strategies Group is a SEC-registered investment advisory firm headquartered in Fargo, North Dakota, managing approximately $189M in regulatory assets across 1,346 client accounts. The firm's full regulatory record is filed with the SEC under CRD #122030.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Financial Strategies Group

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    Frequently Asked Questions

    What is Financial Strategies Group's AUM?

    Financial Strategies Group reports approximately $189M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Financial Strategies Group headquartered?

    Financial Strategies Group is headquartered in Fargo, North Dakota.

    What is Financial Strategies Group's CRD number?

    Financial Strategies Group's CRD number is 122030. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Financial Strategies Group manage?

    Financial Strategies Group manages approximately 1,346 client accounts according to its latest SEC filing.

    Is Financial Strategies Group SEC registered?

    Yes, Financial Strategies Group is registered with the SEC as an investment adviser with an approved registration status.

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