Alec J. Copeland

STRICKLER INVESTMENT SERVICES

BRIGHTON, MI 48116

CRD#: 8014360

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Professional summary

Alec John Copeland is a registered financial advisor currently at STRICKLER INVESTMENT SERVICES, LLC located in Brighton, Michigan.

Alec is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alec has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alec John Copeland'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®

None

Experience

Current

December 4, 2024 - Present

STRICKLER INVESTMENT SERVICES, LLC

Office #1: 10299 E. Grand River Rd. Suite I, Brighton, MI 48116

RIA

CRD#: 332778

BRIGHTON, 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
(12/4/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/25/2023

Uniform Investment Adviser Law Examination

Current Firm

STRICKLER INVESTMENT SERVICES, LLC

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

CRD#: 332778 / SEC#: 801-135505

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

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (2/5/2026)

2A BROCHURE (2/5/2026)

Regulatory assets under management

Total Number of Accounts	672
AUM (Assets Under Management)	$ 107,259,633

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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Alec J. Copeland

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alec John Copeland's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRICKLER INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/25/2023

Current Firm

STRICKLER INVESTMENT SERVICES, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRICKLER INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

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