AH
Adam J. Hirzel
STRATUS ADVISORY GROUP
Highland, MI 48357
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CRD#: 7047008
AH
Professional summary
Adam John Hirzel, CFP® is a registered financial advisor currently at STRATUS ADVISORY GROUP, INC. located in Highland, Michigan.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Adam has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Adam John Hirzel'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®
CFP®
Start date: 2018
Experience
Current
November 27, 2018 - Present
STRATUS ADVISORY GROUP, INC.
Office #1: 211 E. Livingston Road, Highland, MI 48357RIA
CRD#: 167448
Highland, 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
Michigan(11/27/2018)
Exams
Current Firm
SA
STRATUS ADVISORY GROUP, INC.
STRATUS ADVISORY GROUP, INC.
CRD#: 167448 / SEC#:
Michigan
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Contact information
Main Address
211 E. Livingston Road, Highland, MI 48357
Mailing Address
Phone number
(248) 684-5353
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 478 |
| AUM (Assets Under Management) | $ 54,154,414 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
