Wealth Strategies Financial Group Employee Directory

Financial ServicesUnited States1001-5000 Employees

At Wealth Strategies Financial Group, our goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards. We take pride on being able to recruit experienced professional sales team for our clients, while developing marketing plans to help our representatives reach their career goals. Our agency strives to provide excellent service, specially focused on quality customer contact. We aim at becoming a lifetime resource for each and every one of our clients. 

Our financial professionals are motivated every day to do what they can to help people succeed in their professional, financial and personal lives. We enjoy coaching others as they navigate life’s ups and downs to help them come out as winners.

 Wealth Strategies Financial Group is built on these motivations. Through a highly individualized and comprehensive approach, our unified vision is to become lifetime resources for clients, putting them at the center of all that we do.

 Our firm values civic service and volunteerism within the community, and are involved in organizations such as the Arthritis Foundation, Habitat for Humanity and the Alzheimer’s Association.

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 20750 Civic Center Drive Suite 590, Southfield, MI 48076	

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Advisory services may only be offered by investment advisor representatives.

Find Wealth Strategies Financial Group employees' phone numbers or email addresses

Wealth Strategies Financial Group Global Highlights

Location
Employees

North America
348

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  • United States Of America
    342
  • Canada
    6

Europe
4

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Lithuania
    1
  • Netherlands
    1

Africa
1

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  • South Africa
    1

Asia
1

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  • India
    1

Wealth Strategies Financial Group's Leadership

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    D. M.
    Cfo
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    B. C. C.
    Chief Investment Officer And Financial Advisor
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    D. D.
    Chief Compliance Officer
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    E. C.
    VP Marketing & Operations
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    M. A.
    President & Ceo
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    C. T. F.
    President/Ceo
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  • Stylized image of a person
    B. C. R.
    President
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  • Stylized image of a person
    J. B.
    President
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Contact profiles from Wealth Strategies Financial Group

Name
Title
Contact Info
Location
Last Update
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    M. A.
    President & Ceo
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    United StatesMichigan
    Apr 15, 2024
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    B. C. C.
    Chief Investment Officer And Financial Advisor
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    United StatesMichigan
    Jul 19, 2025
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    B. B.
    Owner/Founder
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    United StatesVirginia
    Oct 27, 2025
  • Stylized image of a person
    C. C. V.
    Owner / Advisor
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    United StatesMichigan
    Nov 10, 2025
  • Stylized image of a person
    D. R.
    Partner
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    United StatesSouth Dakota
    Aug 11, 2025
  • Stylized image of a person
    G. T.
    Partner
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    United StatesMaryland
    Nov 11, 2025
  • Stylized image of a person
    J. L.
    Founder/President
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    United StatesColorado
    Oct 19, 2025
  • Stylized image of a person
    J. L.
    Founding Partner
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    United StatesTennessee
    Sep 12, 2025
  • Stylized image of a person
    C. T. F.
    President/Ceo
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    United StatesOregon
    Aug 10, 2025
  • Stylized image of a person
    C. H.
    Founder And President
    Phone icon
    United StatesNew York
    Oct 22, 2025

Frequently Asked Questions

What is Wealth Strategies Financial Group known for?

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Wealth Strategies Financial Group was founded in 1880 operates in the Financial Services industry. The company's main headquarters is located in 20750 Civic Center Dr, Suite 590 Southfield, Michigan 48076, US. Explore Wealth Strategies Financial Group's company overview page for more information.

What is Wealth Strategies Financial Group's most common email format?

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Wealth Strategies Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Strategies Financial Group email formats with LeadIQ.

How many employees does Wealth Strategies Financial Group have currently?

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Wealth Strategies Financial Group has approximately 1K employees as of October 2025. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are Wealth Strategies Financial Group's key employees and leadership?

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As of October 2025, Wealth Strategies Financial Group's key employees include:

  • Cfo: D. M.
  • Chief Investment Officer And Financial Advisor: B. C. C.
  • Chief Compliance Officer: D. D.
  • VP Marketing & Operations: E. C.
  • President & Ceo: M. A.

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