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Brent Roger Stricklett

Advisor at Transamerica Financial Advisors — Elkhorn, NE

Updated today

Credentials

CFA®, Series 63, Series 65

Experience

20 years

Location

Elkhorn, NE

Transamerica Financial Advisors logo

Transamerica Financial Advisors

Enterprise

Total advisors

1,121

Across 278 offices

Clients per advisor

38 Low

Avg AUM per client

$48,577 Very Low

HNW client ratio

3% Low

About

Brent Stricklett is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently with Transamerica Financial Advisors and has previously worked at firms including Securities America, MUTUAL OF OMAHA Investor Services, and Ladenburg Thalmann & Co. Inc. Outside of advisory roles, he was involved with Catch-A-Lobster LLC from 2011 to 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a range of model portfolios and third-party managers, delivering services through multiple program platforms and a large advisor network.

Client services

Based on Transamerica Financial Advisors

Portfolio management Selection of other advisers

Expertise

Based on Transamerica Financial Advisors

ESG / Sustainable investing Concentrated stock management Wealth management

Occupation focus

Based on Transamerica Financial Advisors

Founder/Business Owner

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Fee options

Percentage

$0 - $10,000: 0.65% (Transamerica ALPHA Standard Service Model) $10,001+: 0.95% (Transamerica ALPHA Premier Service Model applies 0.95% on assets above $10,000, 0.65% on assets $10,000 and below)

Commissions

Commission-based compensation for fixed insurance products through affiliated insurance agency and broker-dealer activities

Other

Minimum fee: For TFA365 Advisory Program accounts below minimum, a minimum annual account fee applies, e.g., $150 minimum annual fee (approximately $12.50 per month) Fee-only: Advisory fees charged as a percentage of assets under management in advisory programs; no commissions for advisory services

Location

See office

Elkhorn, NE

Elkhorn NE

Advisors at this office

1

Most active in

Iowa · Nebraska

Work history

20 years of industry experience

Transamerica Financial Advisors

2025 - Present • 1 year

Cedar Rapids, IA

Wfgia

2025 - Present • 1 year

Cedar Rapids, IA

OSAIC

2024 - 2025 • 1 year

Jersey City, NJ

Ladenburg Thalmann & Co. Inc.

2019 - 2019 • 1 year

LaVista, NE

Securities America, inc.

2018 - 2024 • 6 years

La Vista, NE

MUTUAL OF OMAHA Investor Services

2015 - 2018 • 3 years

Omaha, NE

Catch-A-Lobster LLC

2011 - 2016 • 5 years

Omaha, NE

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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David B

Series 63, Series 65, Series 66

Omaha, NE

SMART Wealth, LLC

David Brooks Sr. is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 63, 65, and 66 designations and 18 years of industry experience. He has been associated with SMART Wealth since 2020 and has leadership roles in multiple affiliated companies, including serving as president of Tax SMART, LLC and Mid-West Learning, Inc., which provides marketing and educational services. Brooks also oversees DMDN Insurance Company, Inc., which offers pooled insurance solutions. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, and financial planning. The firm manages discretionary portfolios through in-house models and sub-advisers, offers a Private Wealth Partners division for affluent clients, and sponsors the SMARTWay ETFs, integrating proprietary products with affiliated services.

Retirement income strategy General retirement planning Annuities Wealth management Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)

Tyler P

Series 63, Series 65, Series 6

Omaha, NE

Thrivent Advisor Network, LLC

Tyler Petersen is a Partner & Wealth Advisor with RetirePath Advisors partnered with the Thrivent Advisor Network, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with various Thrivent entities since 2012, including Thrivent Investment Management Inc and Thrivent Financial for Lutherans. Petersen serves as a director for the Dana College Foundation and is a board member of Relational Tithe, an organization focused on community support through relationship-based resource distribution. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations, using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering clients access to independent managers and integrated services within the broader Thrivent group.

Wealth management Retirement income strategy Private / alternative investments Doctor or Medical Professional
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Bruce A

Series 66

Omaha, NE

Commonwealth Financial Network

Bruce Aken Jr. is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors and Guardian Life Insurance. He is co-owner of Nelson Murphy Insurance & Investments, LLC, a private entity engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing client assets totaling around $212.7 billion. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Joseph H

Series 63, Series 65

Omaha, NE

Intentional Retirement, LLC

Joseph Hearn is the sole advisor at Intentional Retirement, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Intentional Retirement (formerly Provisio Publishing) since 2004 and previously at Teckmeyer Financial Services, L.L.C. He also operates as an independent insurance agent, spending a small portion of his time on this activity. Intentional Retirement provides advisory services to individual and high-net-worth clients, as well as retirement plan sponsors and participants, focusing on asset management, written financial planning, and retirement-plan fiduciary consulting and education. The firm manages over $131 million in client assets on a non-discretionary basis and offers pension consulting for plan assets exceeding $9 million.

General retirement planning Retirement income strategy Wealth management
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Eric H

CFP®, Series 66

Papillion, NE

ARC Element Wealth Design

Eric Horne is a CFP® with 20 years of industry experience, currently serving as the sole advisor at ARC Element Wealth Design in Papillion, NE. He previously worked at Charles Schwab and TD Ameritrade, where he spent over 18 years in various roles. ARC Element Wealth Design is an independent, state-registered investment adviser serving individuals, high-net-worth clients, and fiduciary entities. The firm manages approximately $29.5 million across about two dozen client relationships, offering portfolio management, financial planning, and educational communications. Its investment approach emphasizes strategic asset allocation using ETFs, mutual funds, selective individual securities, and option strategies, with periodic rebalancing and active management in certain asset classes.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Real estate investing
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Daniel T

Series 65, Series 63

Gretna, NE

First Class Wealth Management LLC

Daniel Thompson Jr. is a financial advisor at First Class Wealth Management LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Omega Insurance Group LLC and Farm Bureau Financial Services. Outside of his advisory role, he serves as a high school soccer referee during the spring and owns Isaiah Trucking, Inc. First Class Wealth Management is a small independent advisory firm serving individual and high-net-worth clients with tailored investment policy statements and portfolio management. The firm employs a long-term trading approach that incorporates cyclical, fundamental, technical, and modern portfolio theory analyses, focusing on mutual funds, ETFs, real estate funds, fixed income, and annuities.

Annuities Real estate investing
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