Russell William Strickler
Investment adviser representative at Strickler Investment Services, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$107.3MFirm assets
Are you Russell William Strickler? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Strickler Investment Services, LLCSep 2024 to now
- Strickler Tax AdvisoryApr 2023 to now
- Strickler Financial GroupJun 2021 to now
- Ae Wealth Management, LLCOct 2020 to Sep 2024
- Ae Financial Services, LLCOct 2020 to Dec 2022
- Strickler Jones Financial GroupOct 2020 to Jun 2021
- MML Investors ServicesMar 2017 to Oct 2020
- Massmutual Life Insurance CompanyJul 2016 to Oct 2020
- Metlife Securities Inc.Nov 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
Strickler Investment Services, LLC
$107.3MAssets managed
282Clients
6Advisers
Under 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
- 5080295
- Firm CRD
- 332778