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FINANCIAL STRATEGIES GROUP

FARGO, ND · CRD 122030 · IAPD ↗ · finstrat.com · 701-234-0103

$189.1MRegulatory AUM
4Advisory reps
10Employees
4Clients
1-10Planning clients
0Private funds
11States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — FINANCIAL STRATEGIES GROUP notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2025 — CLASSIC ASSET MANAGEMENT, LLC is now doing business as FINANCIAL STRATEGIES GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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