Todd Sargent Strasser
Investment adviser representative at Buck Wealth Strategies, LLC
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
4 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Buck Wealth Strategies, LLCAug 2025 to now
- Buck Financial Services - New MexicoAug 2025 to now
- E.A. Buck Insurance dba E.A. Buck Financial ServicesAug 2025 to now
- Madison Avenue SecuritiesAug 2025 to now
- Ameriprise Financial Services, LLCJun 2024 to Jun 2024
- Fle Solely LLCFeb 2024 to Aug 2025
- UnemployedFeb 2024 to Jun 2024
- Wells Fargo Bank, NAOct 2019 to Feb 2024
- Wells Fargo Clearing Services, LLCOct 2019 to Feb 2024
- Northwestern Mutual Wealth Management CompanyDec 2018 to Aug 2019
- Northwestern Mutual Investment Services LLCNov 2018 to Aug 2019
- Northwestern Mutual Life Insurance CompanyNov 2018 to Aug 2019
- UnemployedMar 2018 to Oct 2018
- Bancwest Investment ServicesOct 2015 to Mar 2018
- Bank of the WestOct 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NM).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
4 yearsIn 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
- 5536716
- Firm CRD
- 322138