Active
FINANCIAL STRATEGIES GROUP
Investment Advice|FARGO, ND
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$169.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 168.0M |
| Non-Discretionary | 1.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 122030 |
| SEC Number | 801-67302 |
| Street Address | 1220 28TH AVENUE NORTH |
| Location | FARGO, ND 58102 |
| Country | United States |
| Phone | 701-234-0103 |
| Fax | 701-234-0106 |
| Total Employees | 10 |
Client Count by Type (659 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 608 |
| High Net Worth Individual… | 51 |
Community Partners
CITY OF ALICE
CITY OF AMENIA
CITY OF ARGUSVILLE
CITY OF ARTHUR
CITY OF AYR
CITY OF BRIARWOOD
CITY OF BUFFALO
CITY OF CARRINGTON
CITY OF CASSELTON
CITY OF DAVENPORT
CITY OF FARGO
CITY OF FRONTIER
CITY OF GARDNER
CITY OF GRANDIN
CITY OF HARWOOD
CITY OF HORACE
CITY OF HUNTER
CITY OF KINDRED
CITY OF LEONARD
CITY OF MAPLETON
CITY OF ALICE
CITY OF AMENIA
CITY OF ARGUSVILLE
CITY OF ARTHUR
CITY OF AYR
CITY OF BRIARWOOD
CITY OF BUFFALO
CITY OF CARRINGTON
CITY OF CASSELTON
CITY OF DAVENPORT
CITY OF FARGO
CITY OF FRONTIER
CITY OF GARDNER
CITY OF GRANDIN
CITY OF HARWOOD
CITY OF HORACE
CITY OF HUNTER
CITY OF KINDRED
CITY OF LEONARD
CITY OF MAPLETON
CITY OF ALICE
CITY OF AMENIA
CITY OF ARGUSVILLE
CITY OF ARTHUR
CITY OF AYR
CITY OF BRIARWOOD
CITY OF BUFFALO
CITY OF CARRINGTON
CITY OF CASSELTON
CITY OF DAVENPORT
CITY OF FARGO
CITY OF FRONTIER
CITY OF GARDNER
CITY OF GRANDIN
CITY OF HARWOOD
CITY OF HORACE
CITY OF HUNTER
CITY OF KINDRED
CITY OF LEONARD
CITY OF MAPLETON
Municipal Government
75 Active
75
Organizations
ALICE PARK DISTRICT
ALICE RURAL FIRE PROTECTION DISTRICT
ARGUSVILLE PARK DISTRICT
ARGUSVILLE RURAL FIRE PROTECTION DISTRICT
ARTHUR PARK DISTRICT
ARTHUR RURAL FIRE PROTECTION DISTRICT
BRIARWOOD PARK DISTRICT
BUFFALO PARK DISTRICT
BUFFALO RURAL FIRE PROTECTION DISTRICT
CASS COUNTY HOUSING AUTHORITY
CASS COUNTY SOIL CONSERV
CASS COUNTY SOIL CONSERVATION DISTRICT
CASSELTON PARK DISTRICT
CASSELTON REGIONAL AIRPORT AUTHORITY
CASS RURAL WATER DISTRICT
DAVENPORT PARK DISTRICT
DAVENPORT RURAL FIRE PROTECTION DISTRICT
EASTERN DAKOTA IRRIGATION DISTRICT
FARGO HOUSING AND REDEVELOPMENT AUTHORITY
FARGO PARK DISTRICT
ALICE PARK DISTRICT
ALICE RURAL FIRE PROTECTION DISTRICT
ARGUSVILLE PARK DISTRICT
ARGUSVILLE RURAL FIRE PROTECTION DISTRICT
ARTHUR PARK DISTRICT
ARTHUR RURAL FIRE PROTECTION DISTRICT
BRIARWOOD PARK DISTRICT
BUFFALO PARK DISTRICT
BUFFALO RURAL FIRE PROTECTION DISTRICT
CASS COUNTY HOUSING AUTHORITY
CASS COUNTY SOIL CONSERV
CASS COUNTY SOIL CONSERVATION DISTRICT
CASSELTON PARK DISTRICT
CASSELTON REGIONAL AIRPORT AUTHORITY
CASS RURAL WATER DISTRICT
DAVENPORT PARK DISTRICT
DAVENPORT RURAL FIRE PROTECTION DISTRICT
EASTERN DAKOTA IRRIGATION DISTRICT
FARGO HOUSING AND REDEVELOPMENT AUTHORITY
FARGO PARK DISTRICT
ALICE PARK DISTRICT
ALICE RURAL FIRE PROTECTION DISTRICT
ARGUSVILLE PARK DISTRICT
ARGUSVILLE RURAL FIRE PROTECTION DISTRICT
ARTHUR PARK DISTRICT
ARTHUR RURAL FIRE PROTECTION DISTRICT
BRIARWOOD PARK DISTRICT
BUFFALO PARK DISTRICT
BUFFALO RURAL FIRE PROTECTION DISTRICT
CASS COUNTY HOUSING AUTHORITY
CASS COUNTY SOIL CONSERV
CASS COUNTY SOIL CONSERVATION DISTRICT
CASSELTON PARK DISTRICT
CASSELTON REGIONAL AIRPORT AUTHORITY
CASS RURAL WATER DISTRICT
DAVENPORT PARK DISTRICT
DAVENPORT RURAL FIRE PROTECTION DISTRICT
EASTERN DAKOTA IRRIGATION DISTRICT
FARGO HOUSING AND REDEVELOPMENT AUTHORITY
FARGO PARK DISTRICT
Special District
49 Active
49
Organizations
CARRINGTON SCHOOL DISTRICT 49
CASS COUNTY CTE CENTER
CENTRAL CASS SCH DIST 17
FARGO SCH DIST 1
HOPE-PAGE SCH DIST 85
KINDRED SCH DIST 2
MAPLETON SCH DIST 7
NORTHERN CASS SCHOOL DISTRICT 97
RURAL CASS COUNTY SPECIAL SERVICES
WEST FARGO SCH DIST 6
CARRINGTON SCHOOL DISTRICT 49
CASS COUNTY CTE CENTER
CENTRAL CASS SCH DIST 17
FARGO SCH DIST 1
HOPE-PAGE SCH DIST 85
KINDRED SCH DIST 2
MAPLETON SCH DIST 7
NORTHERN CASS SCHOOL DISTRICT 97
RURAL CASS COUNTY SPECIAL SERVICES
WEST FARGO SCH DIST 6
CARRINGTON SCHOOL DISTRICT 49
CASS COUNTY CTE CENTER
CENTRAL CASS SCH DIST 17
FARGO SCH DIST 1
HOPE-PAGE SCH DIST 85
KINDRED SCH DIST 2
MAPLETON SCH DIST 7
NORTHERN CASS SCHOOL DISTRICT 97
RURAL CASS COUNTY SPECIAL SERVICES
WEST FARGO SCH DIST 6
School District
10 Active
10
Organizations
12 LOAVES
12TH AVENUE BUSINESS PARK ASSOCIATION INC
1HELPS1
4-H CLUBS & AFFILIATED 4-H
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 LUV OF DOG RESCUE
ABLE LADIES OF FARGO
ABRAHAMSON FOUNDATION
ABSARAKA RECREATION PARK
ACADEMY FOR CHILDREN ELEMENTARY
ACHIEVEMENTS UNLIMITED FOUNDATION
ADDIES ANGELS
ADT LATTER RAIN MINISTRIES
AFRICAN INITIATIVE FOR PROGRESS
African Initiative Program and Development AFRIPD
12 LOAVES
12TH AVENUE BUSINESS PARK ASSOCIATION INC
1HELPS1
4-H CLUBS & AFFILIATED 4-H
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 LUV OF DOG RESCUE
ABLE LADIES OF FARGO
ABRAHAMSON FOUNDATION
ABSARAKA RECREATION PARK
ACADEMY FOR CHILDREN ELEMENTARY
ACHIEVEMENTS UNLIMITED FOUNDATION
ADDIES ANGELS
ADT LATTER RAIN MINISTRIES
AFRICAN INITIATIVE FOR PROGRESS
African Initiative Program and Development AFRIPD
12 LOAVES
12TH AVENUE BUSINESS PARK ASSOCIATION INC
1HELPS1
4-H CLUBS & AFFILIATED 4-H
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 LUV OF DOG RESCUE
ABLE LADIES OF FARGO
ABRAHAMSON FOUNDATION
ABSARAKA RECREATION PARK
ACADEMY FOR CHILDREN ELEMENTARY
ACHIEVEMENTS UNLIMITED FOUNDATION
ADDIES ANGELS
ADT LATTER RAIN MINISTRIES
AFRICAN INITIATIVE FOR PROGRESS
African Initiative Program and Development AFRIPD
Nonprofit Organization
1216 Active
1216
Organizations
Community Partners159 organizations
CITY OF ALICE
Municipal Government·ALICE
CITY OF AMENIA
Municipal Government·AMENIA
CITY OF ARTHUR
Municipal Government·ARTHUR
CITY OF AYR
Municipal Government·BUFFALO
CITY OF BRIARWOOD
Municipal Government·FARGO
CITY OF BUFFALO
Municipal Government·BUFFALO
CITY OF CARRINGTON
Municipal Government·CARRINGTON
CITY OF DAVENPORT
Municipal Government·DAVENPORT
CITY OF FRONTIER
Municipal Government·FARGO
CITY OF GARDNER
Municipal Government·GARDNER
CITY OF GRANDIN
Municipal Government·GRANDIN
CITY OF HORACE
Municipal Government·HORACE
CITY OF HUNTER
Municipal Government·HUNTER
CITY OF LEONARD
Municipal Government·LEONARD
CITY OF MAPLETON
Municipal Government·MAPLETON
CITY OF NORTH RIVER
Municipal Government·GALESBURG
CITY OF OXBOW
Municipal Government·WEST FARGO
CITY OF PRAIRIE ROSE
Municipal Government·PRAIRIE ROSE
COUNTY OF CASS
Municipal Government·FARGO
TOWNSHIP OF ADDISON
Municipal Government·DAVENPORT
TOWNSHIP OF AMENIA
Municipal Government·AMENIA
TOWNSHIP OF ARTHUR
Municipal Government·HUNTER
TOWNSHIP OF AYR
Municipal Government·AYR
TOWNSHIP OF BELL
Municipal Government·GRANDIN
TOWNSHIP OF BERLIN
Municipal Government·ARGUSVILLE
TOWNSHIP OF BUFFALO
Municipal Government·BUFFALO
TOWNSHIP OF CASSELTON
Municipal Government·CASSELTON
TOWNSHIP OF CLIFTON
Municipal Government·ALICE
TOWNSHIP OF CORNELL
Municipal Government·BUFFALO
TOWNSHIP OF DAVENPORT
Municipal Government·KINDRED
TOWNSHIP OF DOWS
Municipal Government·HUNTER
TOWNSHIP OF DURBIN
Municipal Government·CASSELTON
TOWNSHIP OF ELDRED
Municipal Government·ALICE
TOWNSHIP OF EMPIRE
Municipal Government·AMENIA
TOWNSHIP OF ERIE
Municipal Government·ERIE
TOWNSHIP OF EVEREST
Municipal Government·CASSELTON
TOWNSHIP OF FARGO
Municipal Government·FARGO
TOWNSHIP OF GARDNER
Municipal Government·GARDNER
TOWNSHIP OF GILL
Municipal Government·WHEATLAND
TOWNSHIP OF GUNKEL
Municipal Government·ARTHUR
TOWNSHIP OF HARMONY
Municipal Government·CASSELTON
TOWNSHIP OF HARWOOD
Municipal Government·HARWOOD
TOWNSHIP OF HIGHLAND
Municipal Government·ENDERLIN
ALICE PARK DISTRICT
Special District·ALICE
ALICE RURAL FIRE PROTECTION DISTRICT
Special District·ALICE
ARGUSVILLE PARK DISTRICT
Special District·ARGUSVILLE
ARGUSVILLE RURAL FIRE PROTECTION DISTRICT
Special District·ARGUSVILLE
ARTHUR PARK DISTRICT
Special District·ARTHUR
ARTHUR RURAL FIRE PROTECTION DISTRICT
Special District·ARTHUR
BRIARWOOD PARK DISTRICT
Special District·FARGO
BUFFALO RURAL FIRE PROTECTION DISTRICT
Special District·BUFFALO
CASS COUNTY SOIL CONSERV
Special District·FARGO
CASSELTON PARK DISTRICT
Special District·CASSELTON
CASSELTON REGIONAL AIRPORT AUTHORITY
Special District·CASSELTON
DAVENPORT PARK DISTRICT
Special District·DAVENPORT
DAVENPORT RURAL FIRE PROTECTION DISTRICT
Special District·DAVENPORT
EASTERN DAKOTA IRRIGATION DISTRICT
Special District·PAGE
FOSTER COUNTY SOIL CONSERVATION DISTRICT
Special District·CARRINGTON
GARDNER PARK DISTRICT
Special District·GARDNER
GRANDIN FIRE RURAL PROTECTION DISTRICT
Special District·GRANDIN
GRANDIN PARK DISTRICT
Special District·GRANDIN
HARWOOD RURAL FIRE PROTECTION DISTRICT
Special District·HARWOOD
HORACE PARK DISTRICT
Special District·HORACE
HORACE RURAL FIRE PROTECTION DISTRICT
Special District·HORACE
HUNTER PARK DISTRICT
Special District·HUNTER
HUNTER RURAL FIRE PROTECTION DISTRICT
Special District·HUNTER
KINDRED-DAVENPORT REGIONAL AIRPORT AUTORITY
Special District·KINDRED
KINDRED PARK DISTRICT
Special District·KINDRED
LEONARD FIRE DISTRICT
Special District·LEONARD
LEONARD RURAL FIRE PROTECTION DISTRICT
Special District·LEONARD
MAPLE RIVER WATER RESOURCE DISTRICT
Special District·WEST FARGO
MAPLETON PARK DISTRICT
Special District·MAPLETON
MAPLETON RURAL FIRE PROTECTION DISTRICT
Special District·MAPLETON
NORTH CASS WATER RESOURCE DISTRICT
Special District·WEST FARGO
OXBOW PARK DISTRICT
Special District·LEONARD
PAGE RURAL FIRE PROTECTION DISTRICT
Special District·ERIE
RED RIVER JOINT WATER RESOURCE DISTRICT
Special District·WEST FARGO
RUSH RIVER WATER RESOURCE DISTRICT
Special District·WEST FARGO
THE RED RIVER RETENTION AUTHORITY
Special District·WEST FARGO
TOWER CITY RURAL FIRE PROTECTION DISTRICT
Special District·TOWER CITY
TRI COUNTY IRRIGATION DISTRICT
Special District·PETERSBURG
CASS COUNTY CTE CENTER
School District·FARGO
RURAL CASS COUNTY SPECIAL SERVICES
School District·KINDRED
12 LOAVES
Nonprofit Organization·Fargo
12TH AVENUE BUSINESS PARK ASSOCIATION INC
Nonprofit Organization·FARGO
1HELPS1
Nonprofit Organization·Fargo
4-H CLUBS & AFFILIATED 4-H
Nonprofit Organization·Fargo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fargo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fargo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Horace
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fargo
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Carrington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Wheatland
4 LUV OF DOG RESCUE
Nonprofit Organization·FARGO
ABLE LADIES OF FARGO
Nonprofit Organization·Fargo
ABRAHAMSON FOUNDATION
Nonprofit Organization·FARGO
ABSARAKA RECREATION PARK
Nonprofit Organization·ABSARAKA
ACADEMY FOR CHILDREN ELEMENTARY
Nonprofit Organization·FARGO
ACHIEVEMENTS UNLIMITED FOUNDATION
Nonprofit Organization·FARGO
ADDIES ANGELS
Nonprofit Organization·FARGO
ADT LATTER RAIN MINISTRIES
Nonprofit Organization·Fargo
AFRICAN INITIATIVE FOR PROGRESS
Nonprofit Organization·Fargo
African Initiative Program and Development AFRIPD
Nonprofit Organization·Fargo
African Soul American Heart
Nonprofit Organization·Fargo
AGASSIZ VALLEY HUMAN RESOURCE ASSOCIATION
Nonprofit Organization·Fargo
AGCOUNTRY FARM CREDIT SERVICES, ACA
Nonprofit Organization·FARGO
AGLOW INTERNATIONAL
Nonprofit Organization·Petersburg
ALEX STERN FAMILY FOUNDATION
Nonprofit Organization·FARGO
ALICE COMMUNITY CEMETERY ASSOCIATION INC
Nonprofit Organization·Mapleton
ALICE & RURAL FIRE PROTECTION DISTRICT
Nonprofit Organization·Alice
ALL 4 CHRIST USA
Nonprofit Organization·FARGO
ALLIANCE FOR THE ARTS AND HUMANITIES
Nonprofit Organization·Fargo
ALPHA CHI OMEGA FRATERNITY INC
Nonprofit Organization·Fargo
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Fargo
ALPHA GAMMA DELTA FRATERNITY
Nonprofit Organization·Fargo
ALPHA GAMMA DELTA FRATERNITY
Nonprofit Organization·Fargo
ALPHA GAMMA DELTA FRATERNITY BETA BETA CHAPTER
Nonprofit Organization·Fargo
ALPHA GAMMA RHO FRATERNITY
Nonprofit Organization·FARGO
ALPHA GAMMA RHO HOUSE CORPORATION
Nonprofit Organization·FARGO
ALPHA KAPPA PSI-INDIANA INC
Nonprofit Organization·Fargo
ALPHA PHI OMEGA
Nonprofit Organization·Fargo
ALPHA PI MU ASSOCIATION
Nonprofit Organization·Fargo
ALPHA TAU OMEGA FOUNDATION OF NORTH DAKOTA STATE UNIVERSITY
Nonprofit Organization·Fargo
Alpha Tau Omega Fraternity
Nonprofit Organization·Fargo
ALTRUSA INTERNATIONAL FOUNDATION INC
Nonprofit Organization·Fargo
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Fargo
AMERICAN ADVERTISING FEDERATION OF
Nonprofit Organization·FARGO
AMERICAN ASSOCIATION FOR MARRIAGE AND FAMILY THERAPY INC
Nonprofit Organization·Fargo
AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES
Nonprofit Organization·Fargo
AMERICAN COLLEGE OF PHYSICIANS
Nonprofit Organization·Fargo
AMERICAN CONCRETE PAVEMENT ASSOC
Nonprofit Organization·Fargo
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·FARGO
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Fargo