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Michael Victor Young

CFP®

FINANCIAL STRATEGIES GROUP

FARGO, ND

·CRD# 3242751·27 years experience

Professional Summary

Michael Victor Young, CFP®, who also goes by Mike Young, is a registered financial advisor currently at FINANCIAL STRATEGIES GROUP located in Fargo, North Dakota and PURSHE KAPLAN STERLING INVESTMENTS located in Fargo, North Dakota. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Michael has worked at 9 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mike Young

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®

Certified Financial PlannerSince 2006

Years of Experience

27 years in the financial services industry

Current & Past Employments

FINANCIAL STRATEGIES GROUP·CRD# 122030

RIA

1220 28th Avenue North, Fargo, ND 58102

July 5, 2006 - Present

PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747

BD

1. 1220 28th Ave N, Fargo, ND 581022. 80 State Street, Albany, NY 12207

January 16, 2026 - Present

SECURE ASSET MANAGEMENT, L.L.C.·CRD# 144046

RIA

Fargo, ND

February 7, 2024 - January 22, 2026

AURORA SECURITIES·CRD# 46147

BD

Fargo, ND

February 7, 2024 - January 22, 2026

CLASSIC, LLC·CRD# 159357

BD

Fargo, ND

November 27, 2012 - June 25, 2024

NORTHSTAR FINANCIAL PARTNERS, INC.·CRD# 107708

BD

Fargo, ND

January 4, 2010 - December 31, 2012

FINTEGRA, LLC·CRD# 16741

BD

Fargo, ND

October 22, 2007 - December 31, 2009

QUESTAR CAPITAL CORPORATION·CRD# 43100

BD

Fargo, ND

January 2, 2003 - October 19, 2007

CETERA ADVISORS LLC·CRD# 10299

BD

Greenwood Village, CO

June 22, 1999 - December 31, 2002

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Current Firm

FS

FINANCIAL STRATEGIES GROUP

CLASSIC ASSET MANAGEMENT, LLC | FINANCIAL STRATEGIES GROUP, INC. | FINANCIAL STRATEGIES GROUP

CRD#: 122030 / SEC#: 801-67302

RIA

Registered Investment Advisory firm - SEC (12/1/2006 Approved)

North Dakota

Registered Investment Advisory firm - North Dakota (12/6/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1220 28th Avenue North, Fargo, ND 58102

Phone Number

(701) 234-0103

# of Employees

10

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CLASSIC ASSET MANAGEMENT, LLC ADV BROCHURE (1/29/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,346

AUM (Assets Under Management)

$189,148,000

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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..

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FS

FINANCIAL STRATEGIES GROUP

CLASSIC ASSET MANAGEMENT, LLC | FINANCIAL STRATEGIES GROUP, INC. | FINANCIAL STRATEGIES GROUP

CRD#: 122030 / SEC#: 801-67302

RIA

Registered Investment Advisory firm - SEC (12/1/2006 Approved)

North Dakota

Registered Investment Advisory firm - North Dakota (12/6/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alaska
(1/16/2026)

RR

Arizona
(1/16/2026)

RR

Colorado
(2/26/2026)

RR

Florida
(1/16/2026)

RR

Georgia
(1/16/2026)

RR

Indiana
(1/16/2026)

RR

Iowa
(1/27/2026)

RR

Michigan
(1/16/2026)

RR

Minnesota
(1/26/2026)

RR

Nebraska
(9/30/2026)

RR

Nevada
(1/16/2026)

IAR

North Dakota
(7/5/2006)

RR

North Dakota
(1/16/2026)

RR

Oregon
(1/16/2026)

RR

South Carolina
(1/16/2026)

RR

South Dakota
(1/27/2026)

IAR

Texas
(11/7/2017)

RR

Texas
(3/24/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2003About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1999About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1999About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Nov 2020About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Jun 2003About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Victor Young's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MY

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