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CERTIFIED FINANCIAL STRATEGIES CORPORATION

DALLAS, TX · CRD 114361 · IAPD ↗ · cfscorp.com · 972-702-8121

$144.4MRegulatory AUM
1Advisory reps
1Employees
3Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — CERTIFIED FINANCIAL STRATEGIES CORPORATION (DALLAS, TX) is newly SEC-registered with $118.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.