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Asset Strategies is licensed and serves clients in the following states. Please review the bulleted list below. If you are a resident of one of these states or are a current Asset Strategies client, please click the appropriate button below. For non residents, please click the non resident button. Thank you for the opportunity to assist you with your financial needs.
  • Missouri
  • Arizona
  • California
  • District of Columbia
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Michigan
  • Minnesota
  • New Jersey
  • New York
  • North Carolina
  • Oklahoma
  • South Carolina
  • Texas
  • Utah
  • Virginia
  • Wisconsin


Asset Strategies is not your typical financial services company. We do not stare at ticker symbols in order to find the so-called “hot” stock pick. We are financial coaches who spend more time listening and counseling our clients than anything else. Often times we’re more like educators that help clients to understand financial decisions and opportunities that will shape their futures...

Every Asset Strategies client has a unique, different story and a different dream.

Our independent and objective environment allows us to focus on each investor’s distinctive personal situation. We employ an open architecture platform which means we are not obligated to recommend any one investment solution. The benefit to you is that your advisor can customize a financial path to meet your specific needs.


PLEASE NOTICE: Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Cambridge Investment Research Advisors, Inc. (Registered Investment Adviser), Cambridge Investment Research, Inc. (Broker/Dealer), or an agent of either may only transact business in a state if first registered, excluded, or exempted from state broker-dealer, investment adviser, broker-dealer agent or Investment Adviser agent registration requirements; follow-up and/or individualized responses to persons in a state by any of the above that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made absent compliance with state broker-dealer, investment adviser, broker-dealer agent or investment adviser agent registration requirements, or an applicable exemption or exclusion.

Investment Advisory Services offered through Investment Advisor Representatives of:
Cambridge Investment Research Advisors, Inc.,
a Registered Investment Adviser
to residents of:
Missouri- -Arizona- -California- -District of Columbia- -Florida- -Georgia- -Idaho- -Illinois- -Indiana- -Iowa- -Kansas- -Kentucky- -Louisiana- -Michigan- -Minnesota- -New Jersey- -New York- -North Carolina- -Oklahoma- -South Carolina- -Tennessee- -Texas- -Utah- -Virginia- -Wisconsin

Securities offered through Registered Representatives of:
Cambridge Investment Research, Inc.,
a Broker/Dealer, Member FINRA/SIPC
to residents of:
Missouri- -Arizona- -California- -District of Columbia- -Florida- -Georgia- -Idaho- -Illinois- -Indiana- -Iowa- -Kansas- -Kentucky- -Louisiana- -Michigan- -Minnesota- -New Jersey- -New York- -North Carolina- -Oklahoma- -Soutn Carolina- -Tennessee- -Texas- -Utah- -Virginia- -Wisconsin

Cambridge Investment Research, Inc., Cambridge Investment Research Advisors Inc., and Asset Strategies, Inc. are not affiliated companies.
Securities offered through CAMBRIDGE INVESTMENT RESEARCH,INC., A Registered Broker/Dealer, Member FINRA/SIPC
Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor
Cambridge Investment Research, Inc. and Asset Strategies, Inc. are not affiliated