Brad William Stricklin
Professional Summary
Brad William Stricklin is a registered financial advisor currently at BURCH & COMPANY, INC located in Portland, Oregon. Brad is registered as a RR (Registered Representative) and started their career in finance in 2018. Brad has worked at 2 firms and has passed the Series 63, SIE and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
BURCH & COMPANY, INC | BURCH & COMPANY, INC.
Contact Information
Main Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116Mailing Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116Phone Number
(816) 842-4660Established
Missouri since 06/08/1999Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Arbitration
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/14/2025)
(1/8/2026)
(4/24/2025)
(4/24/2025)
(10/28/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Aug 2018About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Brad William Stricklin's CRS (Customer Relationship Summary).
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