Active
FINANCIAL STRATEGIES GROUP, INC
Investment Advice|OKEMOS, MI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$550.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 550.1M |
| Non-Discretionary | 920 |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 289054 |
| SEC Number | 801-110898 |
| Street Address | 2270 JOLLY OAK ROAD., SUITE 2 |
| Location | OKEMOS, MI 48864 |
| Country | United States |
| Phone | (800) 804-0420 |
| Total Employees | 25 |
| Business Types | insurance_broker |
Client Count by Type (1,224 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,209 |
| High Net Worth Individual… | 11 |
| Charitable Organizations | 3 |
| Pension/Profit Sharing Pl… | 1 |
Community Partners
CHARTER TOWNSHIP OF DELHI
CHARTER TOWNSHIP OF MERIDIAN
CITY OF EAST LANSING
CITY OF LESLIE
CITY OF MASON
CITY OF WILLIAMSTON
COUNTY OF INGHAM
TOWNSHIP OF ALAIEDON
TOWNSHIP OF AURELIUS
TOWNSHIP OF BUNKER HILL
TOWNSHIP OF INGHAM
TOWNSHIP OF LESLIE
TOWNSHIP OF LOCKE
TOWNSHIP OF ONONDAGA
TOWNSHIP OF STOCKBRIDGE
TOWNSHIP OF VEVAY
TOWNSHIP OF WHEATFIELD
TOWNSHIP OF WHITE OAK
TOWNSHIP OF WILLIAMSTOWN
VILLAGE OF DANSVILLE
CHARTER TOWNSHIP OF DELHI
CHARTER TOWNSHIP OF MERIDIAN
CITY OF EAST LANSING
CITY OF LESLIE
CITY OF MASON
CITY OF WILLIAMSTON
COUNTY OF INGHAM
TOWNSHIP OF ALAIEDON
TOWNSHIP OF AURELIUS
TOWNSHIP OF BUNKER HILL
TOWNSHIP OF INGHAM
TOWNSHIP OF LESLIE
TOWNSHIP OF LOCKE
TOWNSHIP OF ONONDAGA
TOWNSHIP OF STOCKBRIDGE
TOWNSHIP OF VEVAY
TOWNSHIP OF WHEATFIELD
TOWNSHIP OF WHITE OAK
TOWNSHIP OF WILLIAMSTOWN
VILLAGE OF DANSVILLE
CHARTER TOWNSHIP OF DELHI
CHARTER TOWNSHIP OF MERIDIAN
CITY OF EAST LANSING
CITY OF LESLIE
CITY OF MASON
CITY OF WILLIAMSTON
COUNTY OF INGHAM
TOWNSHIP OF ALAIEDON
TOWNSHIP OF AURELIUS
TOWNSHIP OF BUNKER HILL
TOWNSHIP OF INGHAM
TOWNSHIP OF LESLIE
TOWNSHIP OF LOCKE
TOWNSHIP OF ONONDAGA
TOWNSHIP OF STOCKBRIDGE
TOWNSHIP OF VEVAY
TOWNSHIP OF WHEATFIELD
TOWNSHIP OF WHITE OAK
TOWNSHIP OF WILLIAMSTOWN
VILLAGE OF DANSVILLE
Municipal Government
21 Active
21
Organizations
COMMUNITY MENTAL HEALTH AUTHORITY OF CLI
EAST LANSING-MERIDIAN WATER AND SEWER AUTHORITY
INGHAM CONSERVATION DISTRICT
INGHAM COUNTY CONSERVATION DISTRICT
INGHAM COUNTY LAND BANK FAST TRACK AUTHORITY
LANSING HOUSING COMMISSION
LANSING PUBLIC MEDIA AUTHORITY
MID-MICHIGAN WATER AUTHORITY
NORTHEAST INGHAM EMERGENCY SERVICES AUTHORITY
STOCKBRIDGE AREA EMERGENCY SERVICES AUTHORITY
TRI-COUNTY REGIONAL PLANNING COMMISION
COMMUNITY MENTAL HEALTH AUTHORITY OF CLI
EAST LANSING-MERIDIAN WATER AND SEWER AUTHORITY
INGHAM CONSERVATION DISTRICT
INGHAM COUNTY CONSERVATION DISTRICT
INGHAM COUNTY LAND BANK FAST TRACK AUTHORITY
LANSING HOUSING COMMISSION
LANSING PUBLIC MEDIA AUTHORITY
MID-MICHIGAN WATER AUTHORITY
NORTHEAST INGHAM EMERGENCY SERVICES AUTHORITY
STOCKBRIDGE AREA EMERGENCY SERVICES AUTHORITY
TRI-COUNTY REGIONAL PLANNING COMMISION
COMMUNITY MENTAL HEALTH AUTHORITY OF CLI
EAST LANSING-MERIDIAN WATER AND SEWER AUTHORITY
INGHAM CONSERVATION DISTRICT
INGHAM COUNTY CONSERVATION DISTRICT
INGHAM COUNTY LAND BANK FAST TRACK AUTHORITY
LANSING HOUSING COMMISSION
LANSING PUBLIC MEDIA AUTHORITY
MID-MICHIGAN WATER AUTHORITY
NORTHEAST INGHAM EMERGENCY SERVICES AUTHORITY
STOCKBRIDGE AREA EMERGENCY SERVICES AUTHORITY
TRI-COUNTY REGIONAL PLANNING COMMISION
Special District
11 Active
11
Organizations
DANSVILLE SCHOOLS
EAST LANSING SCHOOL DISTRICT
HASLETT PUBLIC SCH DIST
HOLT PUBLIC SCH DIST
LANSING PUBLIC SCHOOL DISTRICT
LESLIE PUBLIC SCHOOL DISTRICT
MASON PUBLIC SCHOOLS (INGHAM)
OKEMOS PUBLIC SCH DIST
STOCKBRIDGE COMM SCH DIST
WAVERLY SCH DIST
WEBBERVILLE COMM SCH DIST
WILLIAMSTON COMM SCH DIST
DANSVILLE SCHOOLS
EAST LANSING SCHOOL DISTRICT
HASLETT PUBLIC SCH DIST
HOLT PUBLIC SCH DIST
LANSING PUBLIC SCHOOL DISTRICT
LESLIE PUBLIC SCHOOL DISTRICT
MASON PUBLIC SCHOOLS (INGHAM)
OKEMOS PUBLIC SCH DIST
STOCKBRIDGE COMM SCH DIST
WAVERLY SCH DIST
WEBBERVILLE COMM SCH DIST
WILLIAMSTON COMM SCH DIST
DANSVILLE SCHOOLS
EAST LANSING SCHOOL DISTRICT
HASLETT PUBLIC SCH DIST
HOLT PUBLIC SCH DIST
LANSING PUBLIC SCHOOL DISTRICT
LESLIE PUBLIC SCHOOL DISTRICT
MASON PUBLIC SCHOOLS (INGHAM)
OKEMOS PUBLIC SCH DIST
STOCKBRIDGE COMM SCH DIST
WAVERLY SCH DIST
WEBBERVILLE COMM SCH DIST
WILLIAMSTON COMM SCH DIST
School District
12 Active
12
Organizations
100 ACRE WOOD DAYCARE
2001 HOCKEY BOOSTERS
2173 HOLDING COMPANY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H GREATER HEIGHTS CHALLENGE
4H HASLETT VOYAGERS
4-H SOUTH SIDE
Abbott Nursery School Inc
A BETTER MICHIGAN
ABOUT FACE YOUTH MINISTRIES
100 ACRE WOOD DAYCARE
2001 HOCKEY BOOSTERS
2173 HOLDING COMPANY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H GREATER HEIGHTS CHALLENGE
4H HASLETT VOYAGERS
4-H SOUTH SIDE
Abbott Nursery School Inc
A BETTER MICHIGAN
ABOUT FACE YOUTH MINISTRIES
100 ACRE WOOD DAYCARE
2001 HOCKEY BOOSTERS
2173 HOLDING COMPANY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H GREATER HEIGHTS CHALLENGE
4H HASLETT VOYAGERS
4-H SOUTH SIDE
Abbott Nursery School Inc
A BETTER MICHIGAN
ABOUT FACE YOUTH MINISTRIES
Nonprofit Organization
1537 Active
1537
Organizations
Community Partners94 organizations
CITY OF EAST LANSING
Municipal Government·EAST LANSING
COUNTY OF INGHAM
Municipal Government·MASON
TOWNSHIP OF WHEATFIELD
Municipal Government·WILLIAMSTON
VILLAGE OF DANSVILLE
Municipal Government·DANSVILLE
VILLAGE OF STOCKBRIDGE
Municipal Government·STOCKBRIDGE
COMMUNITY MENTAL HEALTH AUTHORITY OF CLI
Special District·LANSING
EAST LANSING-MERIDIAN WATER AND SEWER AUTHORITY
Special District·EAST LANSING
INGHAM CONSERVATION DISTRICT
Special District·MASON
INGHAM COUNTY LAND BANK FAST TRACK AUTHORITY
Special District·LANSING
LANSING HOUSING COMMISSION
Special District·LANSING
LANSING PUBLIC MEDIA AUTHORITY
Special District·LANSING
MID-MICHIGAN WATER AUTHORITY
Special District·LANSING
TRI-COUNTY REGIONAL PLANNING COMMISION
Special District·LANSING
100 ACRE WOOD DAYCARE
Nonprofit Organization·HOLT
2001 HOCKEY BOOSTERS
Nonprofit Organization·Okemos
2173 HOLDING COMPANY
Nonprofit Organization·OKEMOS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mason
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mason
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mason
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mason
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mason
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mason
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mason
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mason
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mason
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mason
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mason
4-H GREATER HEIGHTS CHALLENGE
Nonprofit Organization·Mason
4H HASLETT VOYAGERS
Nonprofit Organization·Mason
4-H SOUTH SIDE
Nonprofit Organization·Mason
Abbott Nursery School Inc
Nonprofit Organization·East Lansing
A BETTER MICHIGAN
Nonprofit Organization·OKEMOS
ABOUT FACE YOUTH MINISTRIES
Nonprofit Organization·Holt
ACADEMY OF INTERNATIONAL BUSINESS
Nonprofit Organization·EAST LANSING
ACHIEVE ACADEMY INC
Nonprofit Organization·Okemos
ACL Academy Inc
Nonprofit Organization·Holt
ACROSS AMERICA MOVEMENT INC
Nonprofit Organization·Holt
ACT GLOBALLY INCOPORATED
Nonprofit Organization·Mason
ACTIVE LIVING FOR ADULTS FOUNDATION
Nonprofit Organization·EAST LANSING
ACTIVE LIVING FOR ALL
Nonprofit Organization·EAST LANSING
ADVANCEMENT CORPORATION
Nonprofit Organization·EAST LANSING
ADVANCING WOMEN IN ENERGY
Nonprofit Organization·East Lansing
ADVOCATES FOR MICHIGANS FUTURE
Nonprofit Organization·OKEMOS
ADVOCATES FOR THE AMERICAN OSTEOPATHIC ASSOCIATION
Nonprofit Organization·Okemos
AGAPE MINISTRIES OF THE SOUTHWEST INC
Nonprofit Organization·EAST LANSING
AGENCY FOR WORLD RELIEF AND SUSTAINABLE DEVELOPMENT
Nonprofit Organization·East Lansing
AGRICULTURE FOOD AND HUMAN VALUES SOCIETY
Nonprofit Organization·East Lansing
A HEALTHY MICHIGAN
Nonprofit Organization·OKEMOS
ALAIEDON ELEMENTARY SCHOOL PTO
Nonprofit Organization·Mason
All-Of-Us Express Children's Theatre
Nonprofit Organization·East Lansing
ALL TOGETHER
Nonprofit Organization·Okemos
ALPHA 1 RESOURCE GROUP INC
Nonprofit Organization·Mason
ALPHA CHI BOULE FOUNDATION
Nonprofit Organization·OKEMOS
Alpha Chi Omega House Corporation for Beta Epsilon Chapter
Nonprofit Organization·East Lansing
ALPHA CHI SIGMA FRATERNITY COLLEGIATE CHAPTER
Nonprofit Organization·East Lansing
ALPHA EPSILON DELTA
Nonprofit Organization·East Lansing
ALPHA GAMMA FRATERNITY
Nonprofit Organization·East Lansing
ALPHA GAMMA RHO FRATERNITY
Nonprofit Organization·EAST LANSING
ALPHA PHI OMEGA
Nonprofit Organization·EAST LANSING
Alpha Sigma Phi at Michigan State University
Nonprofit Organization·East Lansing
ALTH CHARITY FUND
Nonprofit Organization·East Lansing
AMALGAMATED TRANSIT UNION LOCAL 1039
Nonprofit Organization·HOLT
AMANDAS BE THE CHANGE LEGACY
Nonprofit Organization·MASON