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Akiko T Strum

Advisor at Cambridge Investment Research Advisors — Fleetwood, PA

Updated today

Credentials

Series 63, Series 65

Experience

8 years

Location

Fleetwood, PA

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,197 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Akiko Strum is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She previously worked at Lincoln Investment for nine years and now operates Strum Wealth Management. Outside of her advisory role, she serves as a committee member for the Reading Symphony Orchestra. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals and provides a variety of portfolio management and model-based solutions.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Fleetwood, PA

Fleetwood PA

Advisors at this office

2

Most active in

Pennsylvania

Work history

8 years of industry experience

Strum Wealth Management

2025 - Present • 1 year

Fleetwood, PA

Cambridge Investment Research Advisors, Inc.

2025 - Present • 1 year

Fairfield, IA

Cambridge Investment Research, Inc.

2025 - Present • 1 year

Fairfield, IA

Lincoln Investment

2016 - 2025 • 9 years

Bethlehem, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Leo F

Series 63

Orefield, PA

Investors' Choice Advisory Services, LLC

Leo Furlong is the sole advisor at Investors' Choice Advisory Services, LLC, with 26 years of industry experience. He holds a Series 63 designation and has worked at Investors' Choice Securities, LLC, Investors' Choice Advisory Services LLC, Furlong & Company, and H.D. Vest Investment Securities, Inc. since 1987. In addition to his advisory role, he operates a separate CPA practice and other business interests. Investors' Choice Advisory Services provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm integrates investment management with tax and accounting services, using model portfolios and customized allocations informed by fundamental and technical analysis.

General retirement planning Wealth management Long-term care insurance Life insurance needs analysis Self-Employed
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Michael S

Sinking Spring, PA

WealthPenn.com LLC

Michael Shearer is the sole advisor at WealthPenn.com LLC, an independent advisory firm based in Sinking Spring, PA. He holds a Certified Public Accountant credential and has four years of industry experience. Outside of advisory services, he maintains accounting-related business activities. WealthPenn.com LLC provides online, fee-based investment advisory and financial planning services to high-net-worth families, individuals, trusts, pension and profit-sharing plans, corporations, and other business entities. The firm’s investment approach uses fundamental analysis and a long-term purchase orientation tailored to each client’s financial circumstances, objectives, and risk tolerance.

Wealth management College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Scott F

Series 65

Wyomissing, PA

Foster Investment Management, LLC

Scott Foster is the sole advisor at Foster Investment Management, LLC, an independent advisory firm based in Wyomissing, PA. He holds a Series 65 designation and has 16 years of industry experience. Prior to founding his firm, Foster briefly worked at Backcountry Edge in 2016. Foster Investment Management is a state-registered, fee-only firm providing investment management services to individuals and trusts. The firm uses a core-and-satellite approach combining passively managed index funds with actively managed satellite holdings, offering both discretionary and non-discretionary account management tailored to client objectives.

Passive / index investing Active portfolio management

Lew C

CFP®

Macungie, PA

Christman Financial Advisors LLC

At Christman Financial Advisors LLC my mission is to help clients "ACHIEVE UNCOMMON FREEDOM". The purpose is to help build, manage, preserve and protect your wealth for generations no matter what stage your in or at. Clients of Christman Financial Advisors understand that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow while still enjoying the fruits of their labor today. Clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to delegate that responsibility as well as enter into a long-term relationship. They know they can sleep at night knowing that I am looking out for their well being. They want to work with a professional advisor, not a sales representative. At Christman Financial Advisors, I believe people should seek to partner in their financial lives with a professional financial planner who is their guide, not their guru, who delivers discipline over promises of great investment returns, and who is an advocate for them and coordinates that advocacy with the other professionals in their lives. There are several areas that I help families and individuals when it comes to Financial Planning and Wealth Management. 1. Solid investment performance. While I cannot control the actual return you achieve on your investments my philosophy is to invest in vehicles that I know and understand and that will allow you to sleep comfortably at night. I look to diversify your investments and stress capital preservation and maintaining quality of life, not performance. 2. Control and Simplicity. My goal is to simplify your investments and personal finances and take over the burden of the daily management of those investments so that you have more control over that aspect of life. 3. Appropriate products and strategies. I help you choose the right investments and strategies (along with your other Advisors) that match your volatility (risk) tolerance and your unique situation. As a fee only Advisor I do not receive any commission from the sale of any individual product. I recommend what is in YOUR best interests. 4. Help in planning or maintaining a secure retirement and getting their financial house in order. 5. Helping you avoid mistakes. Many investors lose money because they invest at the peak and pull their money out in the troughs. I will act as your guide. A professional that you can call and talk to before making a decision.

General retirement planning HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)
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Francis P

Series 63, Series 65

Mohnton, PA

GuidePost Capital Management Group, LLC

Francis Post is a financial advisor at GuidePost Capital Management Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tompkins Trust Company, LPL Financial LLC, Berkshire Advisors, Inc., and Purshe Kaplan Sterling Investments. GuidePost Capital Management Group is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing fundamental and technical analysis alongside modern portfolio theory to align portfolios with client objectives and risk tolerance.

Retirement income strategy Options & derivatives strategies
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Mark C

Series 66

Macungie, PA

Mark Cernese & Associates

Mark Cernese is the principal of Mark Cernese & Associates, an independent registered investment adviser based in Macungie, PA. He holds a Series 66 designation and has 13 years of industry experience. In addition to his advisory role, he serves as a contract Chief Financial Officer for two IT managed services providers, providing strategic financial consulting. Mark Cernese & Associates offers discretionary investment management and financial planning services to individuals and institutional clients, including small businesses, nonprofits, and government agencies. The firm employs a passive, cost-conscious investment approach focused on diversification, buy-and-hold strategies, and low-cost securities, tailoring portfolios to client-specific factors such as age, income needs, tax considerations, and risk tolerance.

General retirement planning Active portfolio management
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