Skip to content
Thomas Rueckl, portrait

Thomas Rueckl

Investment adviser representative at Strive Financial Group in Luxemburg, WI

Investment adviser registrationUpdated

Thomas Rueckl is an investment adviser representative at Strive Financial Group, LLC, an investment adviser managing $247M, and works from its Luxemburg, WI office. Thomas Rueckl has been registered through Strive Financial Group since 16 March 2026, has 30 years in the industry across 6 firms and has passed the Series 63, Series 6, Series 7 and Series 65.

30
Years in industry
0
Years at firm
6
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Thomas Rueckl has been an investment adviser representative at Strive Financial Group since March 2026, and is not listed among the firm’s executive officers or direct owners.

Strive Financial Group, LLC is a Carmel, IN firm with $247M under management, 769 clients and 9 advisers across 5 offices, as of its July 2026 filing.

Thomas Rueckl is a Senior Financial Advisor with Strive Financial Group in Green Bay. He has more than three decades of experience in the financial services industry.

Thomas Rueckl’s longest registration was 8 years at Bmo Harris Financial Advisors, Inc (2012–2021). Before joining Strive Financial Group in 2026, Thomas Rueckl was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and LPL Financial LLC.

  1. – present · under a year
    Luxemburg, WI · Adviser representative · Firm CRD 333298
  2. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    – · 3 years
    Green Bay, WI · Adviser representative · Firm CRD 7691
  3. LPL Financial LLC
    – · 1 year
    Green Bay, WI · Adviser representative · Firm CRD 6413
  4. Bmo Harris Financial Advisors, Inc
    – · 8 years
    Green Bay, WI · Adviser representative · Firm CRD 137115
  5. M&i Financial Advisors, Inc.
    – · under a year
    Green Bay, WI · Adviser representative · Firm CRD 16517
  6. M&i Investment Management Corp.
    – · 1 year
    Milwaukee, WI · Adviser representative · Firm CRD 109802
  7. M&i Financial Advisors, Inc.
    – · 4 years
    Green Bay, WI · Adviser representative · Firm CRD 16517

Credentials and registrations

Professional designations

Listed by Strive Financial Group

  • CFP®

Investment adviser representative registrations

Thomas Rueckl is registered as an investment adviser representative in 2 states. Each was approved in March 2026.

  • FloridaSince 31 March 2026
  • WisconsinSince 16 March 2026

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6510 October 2005
Name
Uniform Investment Adviser Law Examination
Series 716 June 1997
Name
General Securities Representative Examination
Series 6326 October 1995
Name
Uniform Securities Agent State Law Examination
Series 626 October 1995
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Thomas Gregory Rueckl
CRD
2662868
Firm
Strive Financial Group · CRD 333298
Office
Luxemburg, WI
Registration
Investment adviser registration
In the industry since
October 1995
Disciplinary history
Not yet shown here · SEC record
Firm bio
strivefg.com

Common questions

Where does Thomas Rueckl work?

Thomas Rueckl is an investment adviser representative registered through Strive Financial Group, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Thomas Rueckl a financial advisor?

Yes. Thomas Rueckl has a current investment-adviser registration in Florida and Wisconsin, through Strive Financial Group since March 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Thomas Rueckl have?

Thomas Rueckl has 30 years in the financial industry, since October 1995, across 6 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Thomas Rueckl passed?

Thomas Rueckl has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in October 1995. FINRA credited Thomas Rueckl with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Thomas Rueckl work before Strive Financial Group?

Before Strive Financial Group, Thomas Rueckl was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2022 to March 2026; LPL Financial LLC, March 2021 to June 2022; Bmo Harris Financial Advisors, Inc, August 2012 to March 2021; M&i Financial Advisors, Inc., April 2012 to August 2012; M&i Investment Management Corp., April 2010 to April 2012; M&i Financial Advisors, Inc., September 2005 to March 2010.

Source: IAPD individual record, checked 22 October 2026

Where is Thomas Rueckl based?

Thomas Rueckl’s registered office is in Luxemburg, WI.

Source: IAPD individual record, checked 22 October 2026

Is Thomas Rueckl registered with FINRA?

No. Thomas Rueckl has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Thomas Rueckl a CFP?

Strive Financial Group lists Thomas Rueckl with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.

Source: Thomas Rueckl, CFP® biography, strivefg.com

How can I verify Thomas Rueckl’s record?

Search CRD 2662868 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Rueckl’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Strive Financial Group

Sources

  1. IAPD individual record, CRD 2662868, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Strive Financial Group, LLC, filed 10 July 2026. Executive officers and direct owners; this person is not among them.
  3. Strive Financial Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.