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Edwin Paul Strickling

Advisor at Cetera — Lebanon, OH

Updated today

Credentials

Series 66

Experience

40 years

Location

Lebanon, OH

Cetera logo

Cetera

Institution

Total advisors

10,209

Across 5,115 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Edwin Strickling is a financial advisor with Cetera, holding a Series 66 designation and over 40 years of industry experience. His career includes lengthy tenures at 1st Global Advisors, Inc. and Avantax Advisory Services. He also provides financial services through Matoaka Money Management, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party money managers.

Client services

Based on Cetera

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

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Lebanon, OH

Lebanon OH

Advisors at this office

1

Most active in

Ohio

Work history

40 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

Lebanon, OH

Avantax Advisory Services

2019 - 2025 • 6 years

Lebanon, OH

Avantax Investment Services, Inc.

2019 - 2025 • 6 years

Lebanon, OH

1ST Global Advisors, Inc.

2002 - 2019 • 17 years

Maineville, OH

1st GLOBAL CAPITAL CORP.

1998 - 2019 • 21 years

Maineville, OH

Edwin Strickling, CPA

1972 - Present • 54 years

Maineville, OH

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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Frederick S

CFP®, ChFC®, Series 63, Series 66

West Chester, OH

Scheeler Financial Group

Frederick Scheeler is a CFP® and ChFC® with 22 years of experience in financial services. He is the principal of Scheeler Financial Group in West Chester, OH, and has worked at Northwestern Mutual and Private Advisor Group, LLC. His career includes roles in wealth management and investment services spanning over two decades. Scheeler Financial Group provides discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical approaches for asset allocation and security selection, managing accounts with strategies including long- and short-term trading, margin, options, ETFs, and fixed income.

Options & derivatives strategies Annuities Tax-loss harvesting Founder/Business Owner

John V

Series 63, Series 65

West Chester Township, OH

VanWeelden Wealth Management, LLC

John VanWeelden, MBA, CAP, AIF, and Principal at VanWeelden Wealth Management, LLC with 26 years of industry experience. He previously worked at SIGMA Financial Corporation and SPC for ten years each before founding his current firm in 2017. Outside of his advisory role, he is the owner of an educational book on retirement titled The Real Deal on Retirement. VanWeelden Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a long-term investment strategy with tactical adjustments, using a three-pronged portfolio framework and may incorporate third-party defensive strategies as appropriate.

Retirement income strategy Income planning Tax-loss harvesting Wealth management Social Security optimization Executive Retired Approaching retirement Retired
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Matthew W

CFP®, Series 63, Series 66

Centerville, OH

Wealth Accel

Matthew Will is a CFP® professional with 17 years of experience in financial advising. He is currently the sole advisor at Wealth Accel, an independent firm where he has worked since 2015, including a four-year period at Birchcreek Wealth Management. Wealth Accel provides comprehensive wealth management services to individuals, high-net-worth clients, and small businesses, integrating investment management with personalized financial planning. The firm uses an evidence-based, rules-based investment approach that emphasizes diversification, cost and tax awareness, and systematic rebalancing, with portfolios that may include ETFs, mutual funds, individual securities, alternative investments, and private opportunities.

General retirement planning Income planning Tax-loss harvesting Private / alternative investments
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Mark R

Series 65

Loveland, OH

The Investment Engineer

Mark Redmond is a financial advisor at The Investment Engineer with 16 years of industry experience. He holds a Series 65 designation and has been the owner of Hendon & Redmond, Inc., an engineering and architectural firm, since 2000. The Investment Engineer provides investment supervisory services and portfolio management, focusing on asset allocation and long-term trading strategies primarily using ETFs. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations, and manages portfolios with discretionary trading authority.

Passive / index investing
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Jing C

Series 65

Mason, OH

UIS Investment Management LLC

Jing Chen is a financial advisor at UIS Investment Management LLC with six years of industry experience. She holds a Series 65 designation and has worked at UIS Investment Management since 2015. Prior to her advisory career, she was retired from 2006 to 2020. UIS Investment Management LLC provides discretionary asset management services tailored to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and sentiment analysis to manage accounts without imposing a minimum balance requirement.

Active portfolio management Options & derivatives strategies
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James C

Series 65

Mason, OH

Retirement Planning Group, LLC

James Connell II is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Retirement Planning Group, LLC and previously worked at VanWeelden Wealth Management, LLC and WKRC-TV. Connell is also a licensed insurance agent involved in the sale of various insurance products. Retirement Planning Group, LLC provides discretionary investment management and financial planning services to individual, high-net-worth, pooled, and institutional clients. The firm employs diversified asset-allocation strategies tailored to clients’ time horizons and risk tolerances and often delegates portfolio management to third-party sub-advisors under its supervision.

Annuities General estate planning guidance
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