Russell W. Strickler

STRICKLER INVESTMENT SERVICES

BRIGHTON, MI 48116

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CRD#: 5080295

Professional summary

Russell William Strickler, AIF®, CFP®, who also goes by Russell W Strickler, is a registered financial advisor currently at STRICKLER INVESTMENT SERVICES, LLC located in Brighton, Michigan.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Russell has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Russell W Strickler

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell William Strickler's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

October 25, 2024 - Present

STRICKLER INVESTMENT SERVICES, LLC

Office #1: 10299 E. Grand River Rd. Suite I, Brighton, MI 48116

RIA

CRD#: 46047

ROMEO, MI

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

Florida
(12/19/2024)

IAR

Michigan
(10/25/2024)

IAR

Texas
(4/7/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/10/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/23/2006

General Securities Representative Examination

Current Firm

STRICKLER INVESTMENT SERVICES, LLC

STRICKLER FINANCIAL GROUP | STRICKLER INVESTMENT SERVICES, LLC | STRICKLER FINANCIAL SERVICES, LLC

CRD#: 332778 / SEC#: 801-135505

Florida

Registered Investment Advisory firm - (12/19/2024 Approved)

Michigan

Registered Investment Advisory firm - (10/15/2024 Approved)

Texas

Registered Investment Advisory firm - (4/3/2025 Conditional Restricted)

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Contact information

Main Address

10299 E. Grand River Rd. Suite I, Brighton, MI 48116

Mailing Address

Phone number

(517) 618-9000

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (2/5/2026)

2A BROCHURE (2/5/2026)

Regulatory assets under management

Total Number of Accounts	672
AUM (Assets Under Management)	$ 107,259,633

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Russell W. Strickler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell William Strickler's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRICKLER INVESTMENT SERVICES, LLC

AE WEALTH MANAGEMENT, LLC

AE FINANCIAL SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

HANTZ FINANCIAL SERVICES, INC.

HANTZ FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2010

Series 63

Date: 2/10/2006

SIE

Date: 10/1/2018

Series 7

Date: 1/23/2006

Current Firm

STRICKLER INVESTMENT SERVICES, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRICKLER INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

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