Alexander W. Strek

CLARKSTON CAPITAL PARTNERS

BLOOMFIELD HILLS, MI 48304

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CRD#: 6089514

Professional summary

Alexander W Strek, CFP®, who also goes by Alexander Win Strek, Xander Strek, is a registered financial advisor currently at CLARKSTON CAPITAL PARTNERS, LLC located in Bloomfield Hills, Michigan and ALPS DISTRIBUTORS, INC. located in Bloomfield Hills, Michigan.

Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Alexander has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexander Win Strek | Xander Strek

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.

-CLARKSTON CAPITAL PARTNERS. INVESTMENT-RELATED. 91 WEST LONG LAKE ROAD, BLOOMFIELD HILLS, MI 48304. INVESTMENT ADVISOR FIRM. PORTFOLIO SPECIALIST, 02/01/2015. 170 hours/month. 130 hours during trading hours. I AM RESPONSIBLE FOR BUSINESS DEVELOPMENT, CLIENT RELATIONSHIP MANAGEMENT, AND FINANCIAL ANALYSES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander W Strek'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®

CFP^®

Certified Financial Planner

Experience

Current

March 26, 2015 - Present

CLARKSTON CAPITAL PARTNERS, LLC

Office #1: 91 West Long Lake, Bloomfield Hills, MI 48304

RIA

CRD#: 143456

BLOOMFIELD HILLS, MI

Current

August 27, 2015 - Present

ALPS DISTRIBUTORS, INC.

Office #1: 91 West Long Lake Rd, Bloomfield Hills, MI 48304

CRD#: 16853

Bloomfield Hills, MI

Past

October 21, 2013 - February 23, 2015

MORGAN STANLEY

RIA

CRD#: 149777

TROY, MI

Past

October 2, 2013 - February 23, 2015

MORGAN STANLEY

CRD#: 149777

TROY, MI

Past

September 20, 2012 - January 9, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BLOOMFIELD HILLS, MI

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".

CLARKSTON CAPITAL PARTNERS, LLC

CLARKSTON CAPITAL | CLARKSTON PRIVATE CLIENT | CLARKSTON CAPITAL PARTNERS, LLC

CRD#: 143456 / SEC#: 801-67681

RIA

Registered Investment Advisory firm - (3/22/2007 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

Arizona
(1/4/2016)

California
(1/4/2016)

Colorado
(1/12/2022)

Connecticut
(1/2/2025)

Florida
(1/4/2016)

Georgia
(1/2/2024)

Hawaii
(1/2/2025)

Illinois
(1/4/2022)

Massachusetts
(1/2/2024)

IAR

Michigan
(3/26/2015)

Michigan
(8/27/2015)

New Jersey
(1/2/2025)

New York
(1/4/2016)

North Carolina
(1/2/2024)

Ohio
(1/4/2016)

Pennsylvania
(1/2/2024)

IAR

Texas
(12/8/2023)

Texas
(1/2/2024)

Virginia
(1/2/2024)

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: 10/18/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/22/2014

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/19/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CLARKSTON CAPITAL PARTNERS, LLC

CLARKSTON CAPITAL | CLARKSTON PRIVATE CLIENT | CLARKSTON CAPITAL PARTNERS, LLC

CRD#: 143456 / SEC#: 801-67681

RIA

Registered Investment Advisory firm - (3/22/2007 Approved)

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Contact information

Main Address

303 East Third St Suite 110, Rochester, MI 48307

Mailing Address

91 West Long Lake Rd, Bloomfield Hills, MI 48304

Phone number

(248) 723-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLARKSTON PRIVATE CLIENT FORM ADV BROCHURE 3-31-25 CORRECTED (10/3/2025)

CLARKSTON CAPITAL FORM ADV BROCHURE 3-31-25 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,795
AUM (Assets Under Management)	$ 6,769,151,197

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/14/2025	Cover Page	Report
09/06/2024	Cover Page	Report
12/22/2023	Cover Page	Report
01/27/2023	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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Advisor Monitoring

Firm Stability Insights

Alexander W. Strek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander W Strek's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPS DISTRIBUTORS, INC.

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CLARKSTON CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/18/2013

SIE

Date: 10/1/2018

Series 31

Date: 1/22/2014

Series 7

Date: 9/19/2012

FINRA

Current Firm

CLARKSTON CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLARKSTON CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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