CONNECTED FINANCIAL STRATEGIES LLC

CONNECTED FINANCIAL STRATEGIES LLC is an SEC-registered investment adviser (CRD 340449).

Registration

• CRD: 340449
• Type: Registered investment adviser
• Phone: (616) 607-4681
• Latest filing: 2026-05-04
• Clients: 2

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340449 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search