MS
Michael D. Strasser
CHICAGO PARTNERS INVESTMENT GROUP LLC
MANHATTAN, MT
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CRD#: 2004820
MS
Professional summary
Michael David Strasser is a registered financial advisor currently at CHICAGO PARTNERS INVESTMENT GROUP LLC located in Manhattan, Montana.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Michael has worked at 8 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. Name of other business: Ambature Is business Investment related: No Address of other business: 9290 East Thompson Peak Parkway - Unit 136, Scottsdale AZ 85255 Nature of other business: technology, materials science Your position: board member Title and relationship with other business: board member, shareholder Start date of relationship: 2013 Approx. # of hours /month devote to other business: 10 Number of hours devoted to other business during securities trading hours: 0 Briefly describe duties: member of BOD 2. Name of other business: Six Bears Holdings, LP Is business Investment related: No Address of other business: 15750 Rocky Mtn Rd., Belgrade, MT 59714 Nature of other business: agriculture Your position: owner/manager Title and relationship with other business: owner/manager, none Start date of relationship: 2019 Approx. # of hours /month devote to other business:10 Number of hours devoted to other business during securities trading hours: 0 Briefly describe duties: own/manage a small hay farm
CRS (Client Relationship Summary) - RIA
Click below to view Michael David Strasser's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 13, 2022 - Present
CHICAGO PARTNERS INVESTMENT GROUP LLC
RIA
CRD#: 147662
MANHATTAN, MT
Past
January 9, 2019 - December 31, 2021
CHICAGO PARTNERS INVESTMENT GROUP LLC
RIA
CRD#: 147662
Prescott, AZ
Past
June 7, 2011 - April 1, 2019
PONDEROSA WEALTH MANAGEMENT
RIA
CRD#: 113792
SPOKANE, WA
Past
June 8, 2005 - December 31, 2010
PONDEROSA WEALTH MANAGEMENT
RIA
CRD#: 113792
SPOKANE, WA
Past
August 28, 1997 - February 27, 1998
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Past
August 9, 1994 - September 4, 1997
IRC SECURITIES
BD
CRD#: 16049
NEW YORK, NY
Past
December 23, 1992 - February 2, 1993
SANWA UNIVERSAL SECURITIES CO., LLC
BD
CRD#: 8427
NEW YORK, NY
Past
December 23, 1992 - February 2, 1993
SANWA SECURITIES (USA) CO., L.P.
BD
CRD#: 19697
NEW YORK, NY
Past
November 9, 1989 - December 14, 1990
CM&M FUTURES INC.
BD
CRD#: 15845
NEW YORK, NY
Past
November 9, 1989 - May 11, 1992
HSBC SECURITIES (USA) INC.
BD
CRD#: 19585
NEW YORK CITY, NY
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".
CP
CHICAGO PARTNERS INVESTMENT GROUP LLC
3D PARTNERS WEALTH ADVISORS | WATERSOUND WEALTH ADVISORS | NAPLES PARTNERS WEALTH ADVISORS | MIAMI PARTNERS WEALTH ADVISORS | HAWAII PARTNERS 3D WEALTH ADVISORS | CHICAGO PARTNERS WEALTH ADVISORS | CHICAGO PARTNERS INVESTMENT GROUP LLC | CHICAGO PARTNERS HAWAII | CHICAGO PARTNERS | CHICAGO INVESTMENT PARTNERS LLC
CRD#: 147662 / SEC#: 801-69500
RIA
Registered Investment Advisory firm - (8/14/2008 Approved)Ohio
Registered Investment Advisory firm - (1/7/2022 Terminated)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.Highlighted states indicate IAR registrations
IAR
Montana(1/13/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CP
CHICAGO PARTNERS INVESTMENT GROUP LLC
3D PARTNERS WEALTH ADVISORS | WATERSOUND WEALTH ADVISORS | NAPLES PARTNERS WEALTH ADVISORS | MIAMI PARTNERS WEALTH ADVISORS | HAWAII PARTNERS 3D WEALTH ADVISORS | CHICAGO PARTNERS WEALTH ADVISORS | CHICAGO PARTNERS INVESTMENT GROUP LLC | CHICAGO PARTNERS HAWAII | CHICAGO PARTNERS | CHICAGO INVESTMENT PARTNERS LLC
CRD#: 147662 / SEC#: 801-69500
RIA
Registered Investment Advisory firm - (8/14/2008 Approved)Ohio
Registered Investment Advisory firm - (1/7/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 North Wacker Drive Suite 4075, Chicago, IL 60606
Mailing Address
Phone number
(312) 284-6363
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,713 |
| AUM (Assets Under Management) | $ 5,958,850,183 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/12/2025 | ||
| 10/11/2024 | ||
| 03/11/2024 | ||
| 04/25/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
