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Russell William Strickler

Russell W. Strickler

STRICKLER INVESTMENT SERVICES
BRIGHTON, MI 48116
Some features on this profile are disabled
CRD#: 5080295
Russell William Strickler

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.

top-8-questions

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.
1.) STRICKLER FINANCIAL GROUP; YES INVESTMENT RELATED; 10299 E GRAND RIVER ROAD, SUITE I, BRIGHTON, MI 48116; INSURANCE SALES; FINANCIAL ADVISOR; START DATE 06/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) STRICKLER TAX ADVISORY POSITION: Owner NATURE: This is a tax prep firm. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/17/2023 ADDRESS: 10299 E. Grand River Rd., Suite I, Brighton MI 48116, United States DESCRIPTION: I will be the owner. Myself and 1 person on my staff will collect the tax documents from the client and collect the payment for tax prep services. The professional tax preparers will do the tax preparation work. 3.) SOLIV, LLC POSITION: Managing Member NATURE: This is an entity used for personal real estate investments. INVESTMENT RELATED: No. NUMBER OF HOURS: 2 Hours per month. START DATE: JUNE 1, 2025 ADDRESS: 10299 E. Grand River Rd., Suite I, Brighton MI 48116, United States

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell William Strickler'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®
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#: 332778
BRIGHTON, MI
Past

October 23, 2020 - May 9, 2025

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
BRIGHTON, MI
Past

October 23, 2020 - December 19, 2022

AE FINANCIAL SERVICES, LLC

BD
CRD#: 298608
Brighton, MI
Past

March 25, 2017 - October 26, 2020

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Brighton, MI
Past

March 25, 2017 - October 26, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Brighton, MI
Past

November 10, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
SOUTHFIELD, MI
Past

November 6, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SOUTHFIELD, MI
Past

March 6, 2013 - December 2, 2015

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
OWOSSO, MI
Past

February 12, 2013 - December 2, 2015

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
OWOSSO, MI
Past

August 13, 2012 - February 8, 2013

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
METAMORA, MI
Past

August 7, 2012 - February 8, 2013

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
METAMORA, MI
Past

February 2, 2011 - July 23, 2012

HANTZ FINANCIAL SERVICES, INC.

RIA
CRD#: 46047
ROMEO, MI
Past

January 24, 2006 - July 23, 2012

HANTZ FINANCIAL SERVICES, INC.

BD
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/30/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/10/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/23/2006
General Securities Representative Examination

Current Firm

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

CRD#: 332778 / SEC#:

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
9

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRICKLER INVESTMENT SERVICES, LLC

CRD#: 332778Brighton, MI 48116

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