Russell Strickler
Russell Strickler is a CFP-designated registered investment advisor at Strickler Investment Services, LLC, based in Brighton, MI, with 20 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 282 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strickler Financial Group manages investments through a wrap fee program, which covers advisory services, trading, custody, and reporting for a single fee. The annual fee is a percentage of the value of your portfolio, not to exceed 1.75%. The specific fee is determined on a client-by-client basis, considering factors like complexity, assets under management, and portfolio style. Fees are billed monthly, based on the average daily balance of your account.
Location
10299 E. Grand River Rd., Suite I, Brighton, MI, 48116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Russell works as a financial advisor at Strickler Financial Group, focusing on insurance sales and services, dedicating nearly full-time hours to this role. He also owns Strickler Tax Advisory, a tax preparation firm, spending a few hours per week on administrative tasks such as document collection and payment processing.
Employment History
Current Registrations
Strickler Investment Services, LLC
Previous Registrations
Ae Wealth Management, LLC
Ae Financial Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Citizens Securities, INC.
Citizens Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.