TEAM FINANCIAL STRATEGIES

TEAM FINANCIAL STRATEGIES of ABILENE, TX is an SEC-registered investment adviser (CRD 134104). Regulatory assets under management: $262.0M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (20)

NameRoleLocation
Matthew Michael GiggeyCHIEF COMPLIANCE OFFICER—
Joseph Shane TeamPRESIDENT/CEO—
Darrell Scott HaynesSECRETARY/SHAREHOLDER—
Harry Kyle SheetsSHAREHOLDER—
Landon Ted SheetsSHAREHOLDER—
Zachary Kyle SheetsSHAREHOLDER—
Blake E MarionSHAREHOLDER; CHIEF FINANCIAL OFFICER—
James LeavellSHAREHOLDER—
Chad Brandon HoesSHAREHOLDER—
TEAM JOSEPH SPRESIDENT/CEO/CCO—
HAYNES DARRELL SCOTTSECRETARY/SHAREHOLDER; SENIOR FINANCIAL PLANNER—
HAMRICK HEATH HAROLDSENIOR FINANCIAL PLANNER—
SHEETS KYLESHAREHOLDER—
SHEETS LANDONSHAREHOLDER—
SHEETS ZACHSHAREHOLDER—
Meiksins Ian DisbrowCHIEF COMPLIANCE OFFICER—
TEAM JOSEPH SHANEPRESIDENT/CEO; PRESIDENT/CEO/CCO—
SHEETS LANDON TEDSHAREHOLDER—
MARION BLAKE ESHAREHOLDER; SHAREHOLDER; CHIEF FINANCIAL OFFICER—
GIGGEY MATTHEW MICHAELCHIEF COMPLIANCE OFFICER—

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