Russell Strickler has been Managing Member/ CCO of Strickler Investment Services since August 2024, is a control person of the firm and directly owns 75% or more of it.
Strickler Investment Services, LLC is a Brighton, MI firm with $107M under management, 282 clients and 3 advisers across 3 offices, as of its August 2026 filing.
Russell Strickler is Founder and Financial Advisor of Strickler Financial Group. He serves as a retirement coach, helping clients and their families seek opportunities in their financial lives. He is the author of "Retire Boldly: Position Yourself to Champion Your Ambitions" and host of the TV show "Retire Now Detroit."
Russell Strickler’s longest registration was 4 years at Ae Wealth Management, LLC (2020–2025). Before joining Strickler Investment Services in 2024, Russell Strickler was registered through Ae Wealth Management, LLC and MML Investors Services, LLC.
- – present · 1 yearBrighton, MI · Adviser representative · Firm CRD 332778
- Ae Wealth Management, LLC– · 4 yearsBrighton, MI · Adviser representative · Firm CRD 282580
- MML Investors Services, LLC– · 3 yearsBrighton, MI · Adviser representative · Firm CRD 10409
- Msi Financial Services, Inc.– · 1 yearSouthfield, MI · Adviser representative · Firm CRD 14251
- Citizens Securities, Inc.– · 2 yearsOwosso, MI · Adviser representative · Firm CRD 39550
- PNC Investments– · under a yearMetamora, MI · Adviser representative · Firm CRD 129052
- Hantz Financial Services, Inc.– · 1 yearRomeo, MI · Adviser representative · Firm CRD 46047
Professional designations
Listed by Strickler Investment Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Russell Strickler is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from October 2024; the most recent is Texas, in April 2025.
- FloridaSince 19 December 2024
- MichiganSince 25 October 2024
- TexasResidentSince 7 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 February 2006 |
| Series 7 | General Securities Representative Examination | 23 January 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Russell William Strickler
- CRD
- 5080295
- Firm
- Strickler Investment Services · CRD 332778
- Role
- Managing Member/ CCO
- Office
- 10299 E. GRAND RIVER RD., SUITE I, Brighton, MI 48116
- Registration
- Investment adviser registration
- In the industry since
- February 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stricklerfinancial.com
Where does Russell Strickler work?
Russell Strickler has been Managing Member/ CCO of Strickler Investment Services, LLC since August 2024, and is a control person of the firm.
Is Russell Strickler a financial advisor?
Yes. Russell Strickler has a current investment-adviser registration in Florida, Michigan and Texas, through Strickler Investment Services since October 2024.
How many years of experience does Russell Strickler have?
Russell Strickler has 20 years in the financial industry, since February 2006, across 7 adviser firms.
What exams has Russell Strickler passed?
Russell Strickler has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 2006. FINRA credited Russell Strickler with the SIE, which began in October 2018.
Where did Russell Strickler work before Strickler Investment Services?
Before Strickler Investment Services, Russell Strickler was registered through MML Investors Services, LLC, March 2017 to October 2020; Msi Financial Services, Inc., November 2015 to March 2017; Citizens Securities, Inc., March 2013 to December 2015; PNC Investments, August 2012 to February 2013; Hantz Financial Services, Inc., February 2011 to July 2012.
Where is Russell Strickler based?
Russell Strickler’s registered office is in Brighton, MI.
Is Russell Strickler registered with FINRA?
No. Russell Strickler has no current broker registration.
Is Russell Strickler a CFP?
Strickler Investment Services lists Russell Strickler with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Russell Strickler’s record?
Search CRD 5080295 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Russell Strickler’s full registration record.