Brandon
Carter

Financial Strategies Group, Inc

CRD#5192849
Investment Advisor
in Okemos, MI

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About this Advisor

Brandon Carter is a certified financial planner and chartered financial consultant who works in Okemos, Michigan who has 6 years of industry experience. Carter is on the advisory team at Financial Strategies Group, Inc. The advisor has gained experience at New York Life Insurance Comp, Nylife Securities, LLC, Financial Strategies Group, Inc, Eagle Strategies LLC, Daly Merritt Financial Services, Inc and Financial Strategies Group, LLC. Carter maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to work in Michigan. Financial Strategies Group, Inc is an advisory firm that has its headquarters in Okemos, MI. The investment advisory business has offices in two locations and a total of 21 financial advisors. It controls $387 million in total assets across its 3,097 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises three charitable organizations. Of its 3,097 client accounts, just 5% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees depend on the financial services. Fees billed by Financial Strategies Group, Inc likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2270 Jolly Oak Rd., Suite 2
Okemos, MI 48864

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Financial Strategies Group, Inc Brokerage Details

Total Assets Under Management

$387,308,751

MI Average: $943,424,332
Total Number of Employees

21

MI Average: 21
Total Number of Accounts

3,097

MI Average: 1,586
Average Account Size

$125,059

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brandon Carter Work History

Brandon has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Financial Strategies Group, LLC

2014 - 2017 (3 years)

Financial Strategies Group, Inc

2012 - 2017 (5 years)

Daly Merritt Financial Services, Inc

2011 - 2017 (6 years)

Eagle Strategies LLC

2007 - 2017 (10 years)

Nylife Securities, LLC

2006 - 2017 (11 years)

New York Life Insurance Comp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brandon Carter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Strategies Group, Inc

Kyle Cooper
Okemos, MI
Justin Meyer
Okemos, MI
Brice Carter
Okemos, MI
Brittany Culver
Okemos, MI
Kristin Prieur
Okemos, MI
Brandon Carter
Okemos, MI
Mark Carter
Okemos, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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