Kirby Sean Hartley
Investment adviser representative at Team Financial Strategies
10 yearsExperience
1 stateRegistered in
$262MFirm assets
13 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Team Financial StrategiesJan 2022 to now
- Telemet America, IncSep 2021 to Jan 2025
- Papa Johns International IncFeb 2020 to Jul 2022
- Domino's Pizza IncJul 2019 to Jan 2020
- Freedom FoundationJan 2019 to Jan 2020
- UnemployedDec 2018 to Jan 2019
- Classic Learning InitiativesMay 2017 to Dec 2018
- Veritas Preparatory SchoolAug 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Team Financial Strategies
Legal name: J. Team Financial, Inc.
$262MAssets managed
292Clients
9Advisers
13 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
- 8036523
- Firm CRD
- 134104