Thomas Gregory Rueckl
Investment adviser representative at Strive Financial Group, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$246.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Strive Financial Group, LLCMar 2026 to now
- Bank of America, N.A.May 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
- LPL Financial LLCMar 2021 to Apr 2022
- BMO Harris Financial Advisors, Inc.Aug 2012 to Apr 2022
- BMO Harris BankJul 2011 to Apr 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, WI).
Strive Financial Group, LLC
$246.7MAssets managed
769Clients
11Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2662868
- Firm CRD
- 333298