FINANCIAL STRATEGIES GROUP, INC
CRD #289054 SEC #801-110898 OKEMOS, MI (800) 804-0420
SEC Registered
Total AUM
$550.1M
Discretionary
$550.1M
Employees
25
Clients
0
Accounts
3,170
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CULVER, BRITTANY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CULVER, BRITTANY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CULVER, BRITTANY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CULVER, BRITTANY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CULVER, BRITTANY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CULVER, BRITTANY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CULVER, BRITTANY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CULVER, BRITTANY, ANN | I | CEO & FINANCIAL ADVISOR | NA | |
| CULVER, BRITTANY, ANN | I | CEO & FINANCIAL ADVISOR | NA | |
| CULVER, BRITTANY, ANN | I | CEO & FINANCIAL ADVISOR | NA | |
| PRIEUR, KRISTIN, LYNNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PRIEUR, KRISTIN, LYNNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PRIEUR, KRISTIN, LYNNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PRIEUR, KRISTIN, LYNNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PRIEUR, KRISTIN, LYNNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PRIEUR, KRISTIN, LYNNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| THALHAMMER, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THALHAMMER, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THALHAMMER, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARTER, BRANDON, ELLIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | PRINCIPAL | D | Control |
| CARTER, BRANDON, ELLIS | I | PRINCIPAL | D | Control |
| CARTER, BRANDON, ELLIS | I | PRINCIPAL | D | Control |
| CARTER, BRANDON, ELLIS | I | PRINCIPAL | D | Control |
| CARTER, BRANDON, ELLIS | I | PRINCIPAL | D | Control |
| CARTER, BRANDON, ELLIS | I | PRINCIPAL | D | Control |
| CARTER, BRANDON, ELLIS | I | PRINCIPAL | D | Control |
| CARTER, BRANDON, ELLIS | I | PRINCIPAL | D | Control |
| CARTER, BRANDON, ELLIS | I | PRINCIPAL | D | Control |
| CARTER, BRANDON, ELLIS | I | PRINCIPAL | D | Control |
| CARTER, BRANDON, ELLIS | I | PRINCIPAL | D | Control |
| CARTER, BRANDON, ELLIS | I | PRINCIPAL | D | Control |
| CARTER, BRANDON, ELLIS | I | PRINCIPAL | D | Control |
| CARTER, BRICE, PATRICK | I | MANAGING MEMBER & CHIEF INVESTMENT OFFICER | D | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | D | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | D | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | D | Control |
| CARTER, BRICE, PATRICK | I | MANAGING MEMBER & CHIEF INVESTMENT OFFICER | D | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | D | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | D | Control |
| CARTER, BRANDON, ELLIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| CARTER, BRANDON, ELLIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | MANAGING MEMBER & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | MANAGING MEMBER & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRICE, PATRICK | I | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| CARTER, BRITTANY, ANN | I | MANAGING MEMBER & CHIEF OPERATIONS OFFICER | C | Control |
Registrations
Federal
IA
Sep 3, 2025 REGISTERED
Notice Filings (16)
AZ CA CO FL GA IL IN MI NC NE NV OH TN TX WA WI
Address
2270 JOLLY OAK ROAD., SUITE 2OKEMOS, MI 48864
United States
Phone: (800) 804-0420