


Strategic Financial
Financial Services • Plymouth, Minnesota, United States • 1-10 Employees
Company overview
| Headquarters | 10405 6th Ave N, #120, Plymouth, Minnesota 55441, US |
| NAICS | 52 |
| Keywords | Retirement Planning, Retirement Plans, Ira Rollovers, Pre-Retire Investing |
| Founded | 2003 |
| Employees | 1-10 |
Key Contact at Strategic Financial
Kalena Bonds
Independent Business Owner
About Strategic Financial
At Strategic Financial, we help you invest. We take the time and stress of your money off your shoulders. We help you plan. If you are looking for a Financial Advisor that truly cares you have come to the right place. We help you learn more about your money. We focus on education and helping you find the right financial choices for you. We want you to learn and grow. It is our goal to help you achieve financial independence and to take control of your money. We help you with our financial guidance and we offer access to mutual funds, stocks, bonds, exchange traded funds, CD’s, IRA’s and much more. Strategic Financial, Inc is a completely independent and unbiased wealth management firm. We are financial advisors in private practice to help you preserve, protect and grow your assets. Our LPL Financial Advisors take the time to learn about your goals, dreams and objectives to help develop a current financial picture. We will work with you to create a strategy for your money. We then evaluate and select the proper investments that fit your needs and we then implement the process. We don’t stop there - we continually monitor, review and make changes as needed. We are unique and each of our LPL Financial Advisors are independent and have an individual story. Strategic Financial, Inc is a branch of LPL Financial and our offices hold experienced Financial Advisors. We look forward to meeting you and helping you pursue preservation, protection, and growth of your assets.
Strategic Financial revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Strategic Financial has never raised funding before.
Frequently asked questions
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