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Home > 2026 > June

Monthly Archives: June 2026

Magnificent Expectations Disappointed

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Client Relationship Summary
Understand how working with an investment advisor is substantially different from a broker-dealer representative, and identifies key ways we may differ from other investment advisory firms that you may consider. Form CRS
Current Disclosure Brochure
Professional Financial Strategies, Inc. is an independent investment advisor registered with the Securities and Exchange Commission. We are fiduciaries with a duty of loyalty and care to act in your best interest. This document expands upon Form CRS and describes our services and fees in greater detail, and discloses about how our interests may conflict with yours, since this can affect the investment advice that we provide you. You may download a copy here.

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