firm profile
Financial Strategies Group, Inc
Overview
Financial Strategies Group, Inc is an SEC registered investment adviser based in Okemos, MI, registered since 2017. It reports $677M in assets under management across 3,463 accounts, with 27 employees. It has 7 investment adviser representatives.
- Reported AUM
- $677M
- Discretionary
- 100%
- Accounts
- 3,463
- Average account
- $196K
- Employees
- 27
- Advisory reps
- 7
- Registered since
- 2017
- Jurisdictions
- 16
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 6
- Brandon Ellis Carter President, Chief Executive Officer CRD 5192849
- Brittany Ann Culver Chief Executive Officer, Financial Advisor CRD 5953504
- Justin Tyler Meyer Principal CRD 6118731
3 more executive officers, with direct contact details
Advisory reps 3 of 7
- Brandon Ellis Carter Insurance Agent · Investment Adviser Rep CRD 5192849
- Brice Patrick Carter Insurance Agent · Investment Adviser Rep CRD 5947902
- Mark E Carter Insurance Agent · Investment Adviser Rep CRD 1833030
4 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2270 Jolly Oak Rd Ste 2
Okemos, MI 48864 - County
- Ingham
- Metro area
- Lansing-East Lansing, MI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 16 jurisdictions
- Website: fsgmichigan.com
Every state, with registration dates
Similar firms near Okemos
- Cornerstone Wealth Partners, LLCOkemos, MI$146M AUM
- Ryzome Investment AdvisorsOkemos, MI$116M AUM
- Stewards Wealth Planning, LLCOkemos, MI$99.4M AUM
- Financialmd, LLCOkemos, MI$35M AUM
- Cardinal Financial Consultants, LLCOkemos, MI$18M AUM
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