# Certified Financial Strategies Corporation

Certified Financial Strategies Corporation is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 114361
- **SEC file number:** 801-132742
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114361

## About

Certified Financial Strategies Corporation is an SEC-registered investment adviser in Dallas, TX, registered since 2025. The firm manages $133 million in assets, with $86 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Sectors

- Financial Services

## Questions

### Who runs investment decisions at Certified Financial Strategies Corporation?

No named principals or investment committee members are publicly available for this firm. The firm's leadership structure is not disclosed in any public record or official communication. Without named individuals, allocators cannot evaluate decision-making authority.

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Last updated: 2026-06-03T20:00:00.000Z

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