Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Team Financial Strategies financial advisors in Abilene, TX

Every SEC-registered investment adviser representative at a Team Financial Strategies office in Abilene, A to Z.

The short answer

8 registered advisors work at Team Financial Strategies in Abilene, out of 9 at the firm nationwide; it ranks number 5 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Team Financial Strategies advisors in Abilene, A to Z

Every Team Financial Strategies advisor →

Team Financial Strategies advisors in every city and state →Team Financial Strategies: assets, clients and custodians →Advisor Moves: who changed firms this week →

Team Financial Strategies advisors in other cities

Granbury, TX 1

Other firms in Abilene

All Abilene advisors →

Edward Jones 17Raymond James Financial Services Advisors, Inc. 12Parkway Advisors, L.P. 10Stifel, Nicolaus & Company, Incorporated 10LPL Financial LLC 7State Farm Investment Management Corp. 6Merrill Lynch, Pierce, Fenner & Smith Incorporated 5Charles Schwab & Co., Inc. 4Osaic Wealth, Inc. 4Pfs Investments Inc. 4Endeavor Advisors, LLC 3Robert W. Baird & Co. Incorporated 3

Questions

How many financial advisors does Team Financial Strategies have in Abilene?

8 investment adviser representatives are registered at Team Financial Strategies offices in Abilene, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Team Financial Strategies one of the largest advisor employers in Abilene?

Team Financial Strategies ranks number 5 in Abilene by registered advisors; Edward Jones has the most, with 17.

How do I check a Team Financial Strategies advisor in Abilene?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Team Financial Strategies office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.