CERTIFIED FINANCIAL STRATEGIES CORPORATION of DALLAS, TX is an SEC-registered investment adviser (CRD 114361). Regulatory assets under management: $133.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |