Clayton Paul Netherlin
Investment adviser representative at Strategy Financial Group
26 yearsExperience
1 stateRegistered in
$366.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Strategy Financial GroupOct 2019 to now
- Arcwood Financial, LLCDec 2018 to Sep 2019
- UnemployedJun 2018 to Dec 2018
- Charles Schwab BankMar 2007 to May 2018
- Charles Schwab & Co., Inc.Apr 2000 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Strategy Financial Group
Legal name: Strategy Financial Services, LLC
$366.7MAssets managed
1,051Clients
10Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4197754
- Firm CRD
- 164531