FINANCIAL STRATEGIES GROUP, INC of OKEMOS, MI is an SEC-registered investment adviser (CRD 289054). Regulatory assets under management: $677.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Investment cos.
| Name | Role | Location |
|---|---|---|
| Brandon Ellis Carter | PRINCIPAL | — |
| Brice Patrick Carter | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| Brittany Ann Culver | CEO & FINANCIAL ADVISOR; CHIEF COMPLIANCE OFFICER | — |
| Douglas Thalhammer | CHIEF COMPLIANCE OFFICER | — |
| CARTER ANN | MANAGING MEMBER & CHIEF OPERATIONS OFFICER | — |
| CULVER BARBARA ANN | CHIEF COMPLIANCE OFFICER | — |
| CARTER BRANDON ELLIS | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF EXECUTIVE OFFICER (+1 more) | — |
| CARTER BRICE PATRICK | MANAGING MEMBER & CHIEF INVESTMENT OFFICER; VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| PRIEUR KRISTIN LYNNE | CHIEF COMPLIANCE OFFICER | — |
| Justin Tyler Meyer | PRINCIPAL | — |
| Kyle Robert Cooper | PRINCIPAL | — |