Unclaimed
Russell Strickler is a financial advisor who has been in the industry since 2006. Russell is registered with AE Wealth Management, LLC and Strickler Investment Services, LLC and offers services in financial planning, pension consulting and portfolio management. Russell holds a Series 7, Series 63, and Series 65 license and is also a Certified Financial Planner. Russell has been a Registered Representative for AE Wealth Management, LLC since October 2020 and has experience with high-net-worth individuals and individuals other than high-net-worth, as well as pension and profit-sharing plans and corporations or other businesses. Russell has also been a Registered Representative for Strickler Investment Services, LLC since September 2024.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
01/31/2022 - Present
AE Wealth Management, LLC (BRIGHTON MI)
MI
10/23/2020 - 12/19/2022
AE FINANCIAL SERVICES, LLC (Brighton MI)
MI
03/25/2017 - 10/26/2020
MML INVESTORS SERVICES, LLC (Brighton MI)
MI
11/06/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
02/12/2013 - 12/02/2015
CITIZENS SECURITIES, INC. (OWOSSO MI)
MI
08/07/2012 - 02/08/2013
PNC INVESTMENTS (METAMORA MI)
MI
01/24/2006 - 07/23/2012
HANTZ FINANCIAL SERVICES, INC. (ROMEO MI)
IA
Issued 08/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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