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Financial Strategies Institute

6955 S. Union Park Center #410
Midvale, UT 84047

P: 801-316-4100

Business Hours

  1. Monday - Thursday

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Planners are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/ SIPC. Advisory services offered through Securities America Advisors, Inc., An SEC Registered Investment Advisor. Financial Strategies Institute is not affiliated with the Securities America companies. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation. CLICK HERE FOR FOR MORE INFORMATION We are licensed for securities in AZ, CA, CO,  DE, HI,  ID,  NC, NM, NV, NY, OK, OR, PA, TX, UT, WA. We are licensed for insurance in AZ, CA, CO, DE, FL, ID,  NC, NM, NV, OR, UT, WA, WY.  Our RIA license is in UT. This site is for informational purposes only, and does not constitute an offer to buy or sell any security mentioned herein. The included market research information is obtained from third party sources that are deemed reliable, but is not guaranteed. The information is subject to change without notice, and is not intended to be a complete analysis of the security, issuer or industry discussed, and is not to be considered an offer or a solicitation of offers to buy or sell any security.

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.