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Financial Strategies Group CRD 122030
$189M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1220 28Th Avenue North, Fargo, ND 58102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-07 |
| ND | RA | APPROVED | 2006-07-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Classic Asset Management Llc D/B/A Financial Strategies Group | Fargo | ND | 01/2007 | Present |
| Young Financial Services | Fargo | ND | 04/1999 | Present |
| Classic, Llc | Fargo | ND | 01/2013 | 06/2024 |
| Classic Holdings Llc | Fargo | ND | 09/2011 | Present |
| Aurora Securities, Inc. | Fargo | ND | 02/2024 | 12/2025 |
| Secure Asset Management, Llc | Fargo | ND | 02/2024 | 12/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2026 | Present |
1) Investment advisory services through Classic Asset Management LLC d/b/a Financial Strategies Group. Mr. Young serves as the Chief Compliance Officer and Chief Operating Officer of CAM. Fargo, ND. 2) Young Financial Services, Inc.-Fargo, ND, Started: 4/1999, Treasurer and President; 3) Classic Holdings, LLC; Non-investment related; 1220 28th Ave N, Fargo, ND 58102; Holding Company; Managing Member; Started 09/2011; Less than 1 hour per month all during trading hours; Member of the Board of Directors of the Holding Company. 4) Young Properties LLP; Non-investment related; 7201 Broadway St NW, Moorhead, MN 56560; Managing Member; Oversite of the entity that owns one rental property; Started 10/2023; Devotes 2 hours per month 5) Calvary Church. Non investment related. Board Member. Start date: 01/2026. 2 hrs/month; 0during trading hours. The Trustee Board is responsible for the physical needs of the church, both the building and the members..
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-29 |
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