FINANCIAL STRATEGIES GROUP
SEC RegisteredServing generations with steady financial guidance.
About the firm
Financial Strategies Group is a family-owned firm that has helped individuals, families, and business owners navigate life's financial milestones for over 35 years. Their mission is to guide individuals, families, and small businesses toward a strong financial future through education and timely advice. Investment advice is offered through Classic Asset Management, LLC, d/b/a Financial Strategies Group, a Registered Investment Adviser with the SEC.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, business planning, and insurance planning, with strategies tailored to each client's evolving needs.
Who they serve
Clients of all ages and backgrounds seeking financial peace of mind, including those wanting a second opinion, a comprehensive financial plan, or ongoing asset management services; primarily serving individuals, families, and small business owners in North Dakota, Minnesota, and across the Midwest.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 602 | $121M |
| High Net Worth Individuals | 57 | $66M |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINANCIAL STRATEGIES GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.