STRATEGIS FINANCIAL GROUP, INC
CRD #104861 SEC #801-36025 PROVO, UT 801-373-1100
SEC Registered
Total AUM
$46.7M
Discretionary
$26.1M
Employees
6
Clients
0
Accounts
724
Firm Details
- Organization Type
- Corporation
- State of Formation
- Utah
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Jul 13, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OVERSON, RICHARD, MERRILL | I | DIRECTOR | NA | |
| OVERSON, RICHARD, MERRILL | I | DIRECTOR | NA | |
| OVERSON, RICHARD, MERRILL | I | DIRECTOR | NA | |
| OVERSON, RICHARD, MERRILL | I | DIRECTOR | NA | |
| OVERSON, RICHARD, MERRILL | I | DIRECTOR | NA | |
| OVERSON, RICHARD, MERRILL | I | DIRECTOR | NA | |
| OVERSON, RICHARD, MERRILL | I | DIRECTOR | NA | |
| REID, RICHARD, PARKER | I | CFO | NA | Control |
| REID, RICHARD, PARKER | I | CFO | NA | Control |
| REID, RICHARD, PARKER | I | CFO | NA | Control |
| REID, RICHARD, PARKER | I | CFO | NA | Control |
| REID, RICHARD, PARKER | I | CFO | NA | Control |
| REID, RICHARD, PARKER | I | CFO | NA | Control |
| REID, RICHARD, PARKER | I | CFO | NA | Control |
| REID, RICHARD, PARKER | I | CFO/CHIEF COMPLIANCE OFFICER | NA | Control |
| REID, RICHARD, PARKER | I | CFO/CHIEF COMPLIANCE OFFICER | NA | Control |
| SUMSION, BRETT, FORD | I | CEO | NA | |
| SUMSION, BRETT, FORD | I | CEO | NA | |
| WYCKOFF, BETTY | I | SHAREHOLDER | NA | |
| WYCKOFF, BETTY | I | SHAREHOLDER | NA | |
| WYCKOFF, MARK, STEVEN | I | DIRECTOR | NA | |
| WYCKOFF, MARK, STEVEN | I | DIRECTOR | NA | |
| WYCKOFF, MARK, STEVEN | I | DIRECTOR | NA | |
| WYCKOFF, MARK, STEVEN | I | DIRECTOR | NA | |
| WYCKOFF, MARK, STEVEN | I | DIRECTOR | NA | |
| WYCKOFF, MARK, STEVEN | I | DIRECTOR | NA | |
| WYCKOFF, MARK, STEVEN | I | DIRECTOR | NA | |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT/CCO | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT/CCO | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT/CCO | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT/CCO | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| SUMSION, MARK, THOMAS | I | PRESIDENT | C | Control |
| WYCKOFF, CLINT, DOUGLAS | I | EXECUTIVE VICE PRESIDENT | C | Control |
| WYCKOFF, CLINT, DOUGLAS | I | OWNER | C | Control |
| WYCKOFF, CLINT, DOUGLAS | I | OWNER | C | Control |
| WYCKOFF, CLINT, DOUGLAS | I | EXECUTIVE VICE PRESIDENT | C | Control |
| WYCKOFF, CLINT, DOUGLAS | I | EXECUTIVE VICE PRESIDENT | C | Control |
| WYCKOFF, CLINT, DOUGLAS | I | EXECUTIVE VICE PRESIDENT | C | Control |
| WYCKOFF, CLINT, DOUGLAS | I | EXECUTIVE VICE PRESIDENT | C | Control |
| WYCKOFF, CLINT, DOUGLAS | I | OWNER | C | Control |
| WYCKOFF, CLINT, DOUGLAS | I | OWNER | C | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT | B | Control |
| GARBUTT, SCOTT, HUNTER | I | EXECUTIVE VICE PRESIDENT | B | Control |
| SLOTHOWER, DENNIS, LEE | I | SHAREHOLDER | B | Control |
| SLOTHOWER, DENNIS, LEE | I | SHAREHOLDER | B | Control |
| SUMSION, MARK, THOMAS | I | CEO | B | Control |
| SUMSION, MARK, THOMAS | I | CEO | B | Control |
| WYCKOFF, BETTY | I | SHAREHOLDER | B | |
| WYCKOFF, BETTY, MAE | I | SHAREHOLDER | B | |
| WYCKOFF, BETTY, MAE | I | SHAREHOLDER | B | |
| WYCKOFF, BETTY, MAE | I | SHAREHOLDER | B | |
| WYCKOFF, BETTY, MAE | I | SHAREHOLDER | B | |
| WYCKOFF, BETTY, MAE | I | SHAREHOLDER | B | |
| WYCKOFF, BETTY, MAE | I | SHAREHOLDER | B | |
| WYCKOFF, BETTY, MAE | I | SHAREHOLDER | B | |
| WYCKOFF, BETTY, MAE | I | SHAREHOLDER | B | |
| WYCKOFF, CLINT, DOUGLAS | I | EXECUTIVE VICE PRESIDENT | B | Control |
| WYCKOFF, CLINT, DOUGLAS | I | EXECUTIVE VICE PRESIDENT | B | Control |
| REID, RICHARD, PARKER | I | CFO/CHIEF COMPLIANCE OFFICER | A | Control |
| REID, RICHARD, PARKER | I | CFO | A | Control |
| REID, RICHARD, PARKER | I | CFO | A | Control |
| REID, RICHARD, PARKER | I | CFO/CHIEF COMPLIANCE OFFICER | A | Control |
| REID, RICHARD, PARKER | I | CFO | A | Control |
| REID, RICHARD, PARKER | I | CFO | A | Control |
| REID, RICHARD, PARKER | I | CFO/CHIEF COMPLIANCE OFFICER | A | Control |
| REID, RICHARD, PARKER | I | CFO | A | Control |
| REID, RICHARD, PARKER | I | CFO | A | Control |
Registrations
Federal
IA
Jul 13, 2012 REGISTERED
Notice Filings (28)
AK AZ CA CO CT FL GA ID IL IN LA MA MD MI MN NC NH NV NY OH OR PA TN TX UT VA VT WA
Address
2230 N UNIVERSITY PKWY., STE 9CPROVO, UT 84604
United States
Phone: 801-373-1100