| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Alan Edgerton Control | President/Majority Owner/Chief Compliance Officer | 50-75% | 2024 |
| Roger Steven Asel Control | Vice President/Minority Owner | 25-50% | 1976 |
Certified Financial Strategies Corporation reports $118.1 million in regulatory assets under management on its Form ADV.
Certified Financial Strategies Corporation reports 2 employees.
Certified Financial Strategies Corporation is based in Dallas, TX and has been SEC-registered since 2025.
Certified Financial Strategies Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12700 Hillcrest Rd., Ste. 210, Dallas, TX 75230 |
| Phone | 972-702-8121 |
| Fax | 469-726-3822 |
| Office hours | 8:00 - 5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $118.1M |
| Total (RAUM) | $118.1M |