Todd S. Strasser

BUCK WEALTH STRATEGIES

Rio Rancho, NM 87124

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CRD#: 5536716

Professional summary

Todd Sargent Strasser, who also goes by Todd Sargent Strasser, Todd Strasser, is a registered financial advisor currently at BUCK WEALTH STRATEGIES, LLC located in Rio Rancho, New Mexico and MADISON AVENUE SECURITIES, LLC located in Rio Rancho, New Mexico.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Todd has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd Sargent Strasser | Todd Strasser

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: Buck Wealth Strategies; Investment Related: Yes; Address: 55 Merchant Street Suite, 2100, Honolulu, HI 96813; Nature of the Business: Registered Investment Adviser engaged in asset management services; Position: Investment Advisor Representative; Approx 160Hrs/Month; Start Date: 08/18/2025 2.) Name: Buck Financial Services New Mexico; Investment Related: Yes; Address: 55 Merchant Street Suite, 2100, Honolulu, HI 96813; Nature of the Business: Investment and Insurance services; Position: Employee; Approx 160Hrs/Month; Start Date: 08/18/2025 3.) Madison Avenue Securities, LLC: investment related. 13500 Evening Creek Dr. N Ste 555, Dan Diego, CA 92128. Broker Dealer. RR. Approx 160Hrs/Month. 08/18/2025 4.) E.A. Buck Insurance DBA E.A. Buck Financial Services: Investment related. 55 Merchant St. Ste 2100, Honolulu, HI 96813. Insurance Sales. Insurance Agent. Approx 160Hrs/Month. 08/18/2025

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Sargent Strasser's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

CRD#: 10582

ALBUQUERQUE, NM

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".

BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA

Registered Investment Advisory firm - (7/12/2022 Approved)

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.

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

Visual representation of state registrations

New Mexico
(8/21/2025)

IAR

New Mexico
(8/28/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/18/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/2/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA

Registered Investment Advisory firm - (7/12/2022 Approved)

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Contact information

Main Address

4600 S. Syracuse Street Suite 650, Denver, CO 80237

Mailing Address

Phone number

(888) 210-6567

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts	3,982
AUM (Assets Under Management)	$ 565,377,646

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/03/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Todd S. Strasser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Sargent Strasser's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

BUCK WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2008

SIE

Date: 2/5/2018

Series 7

Date: 7/2/2008

FINRA

Current Firm

BUCK WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BUCK WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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