Logan G. Rueckl

STRIVE FINANCIAL GROUP

GREEN BAY, WI 54303

CRD#: 8180912

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Professional summary

Logan George Rueckl, who also goes by Logan G Rueckl, is a registered financial advisor currently at STRIVE FINANCIAL GROUP, LLC located in Green Bay, Wisconsin.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Logan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Logan G Rueckl

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 Logan George Rueckl'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

April 8, 2026 - Present

STRIVE FINANCIAL GROUP, LLC

Office #1: 163 North Broadway, Green Bay, WI 54303

RIA

CRD#: 333298

GREEN BAY, WI

Past

January 23, 2026 - March 9, 2026

MORGAN STANLEY

RIA

CRD#: 149777

Green Bay, WI

Past

December 20, 2025 - March 9, 2026

MORGAN STANLEY

CRD#: 149777

Green Bay, WI

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".

STRIVE FINANCIAL GROUP, LLC

FIREFIGHTER FINANCIAL ADVISOR | STRIVE FINANCIAL GROUP, LLC

CRD#: 333298 / SEC#: 801-131400

RIA

Registered Investment Advisory firm - (10/30/2024 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.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(4/8/2026)

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 66

Date: 1/23/2026

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/19/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/29/2025

Securities Industry Essentials Examination

Current Firm

STRIVE FINANCIAL GROUP, LLC

FIREFIGHTER FINANCIAL ADVISOR | STRIVE FINANCIAL GROUP, LLC

CRD#: 333298 / SEC#: 801-131400

RIA

Registered Investment Advisory firm - (10/30/2024 Approved)

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Contact information

Main Address

10201 N. Illinois Street Suite 325, Carmel, IN 46290

Mailing Address

Phone number

(317) 590-0146

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A/2B (6/4/2025)

Regulatory assets under management

Total Number of Accounts	1,765
AUM (Assets Under Management)	$ 188,000,000

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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Logan G. Rueckl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan George Rueckl's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRIVE FINANCIAL GROUP, LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

STRIVE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/23/2026

Series 7TO

Date: 12/19/2025

SIE

Date: 5/29/2025

Current Firm

STRIVE FINANCIAL GROUP, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRIVE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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