# CERTIFIED FINANCIAL STRATEGIES CORPORATION

CERTIFIED FINANCIAL STRATEGIES CORPORATION of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 114361
- Type: SEC-registered investment adviser
- SEC file number: 801-132742
- Location: 12700 HILLCREST RD., STE. 210, DALLAS, TX, 75230
- Phone: 972-702-8121
- Latest filing: 2026-03-06
- Regulatory AUM: $133.3M
- Discretionary AUM: $86.4M
- Non-discretionary AUM: $46.9M
- Clients: 2
- Accounts: 300

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Roger Steven Asel | VICE PRESIDENT/MINORITY OWNER | — |
| Jason Alan Edgerton | PRESIDENT/MAJORITY OWNER/CHIEF COMPLIANCE OFFICER | — |
| ASEL ROGER STEVEN | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114361/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114361/similar
- Related entities: https://search.stillhousedata.com/firm/114361/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114361

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.