Strickler Investment Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$105,034,165
Clients
277
Advisors
6
of 9 employees
About
Strickler Investment Services provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), trusts, and charitable organizations. The firm offers stand‑alone and subscription‑based planning, ongoing portfolio supervision, and access to tax preparation services through an affiliated tax advisory entity, and it advises on held‑away accounts and insurance products as appropriate.
The firm takes an active, asset‑allocation driven approach, implementing portfolios that mix equities, ETFs and mutual funds and rebalancing on a quarterly, semi‑annual, or annual basis according to client objectives. Strickler uses third‑party model managers and a platform arrangement (including AE Wealth Management and custodial access to Fidelity) and applies the Nitrogen risk‑analysis tool to quantify client risk profiles and align portfolio construction.
Several operational features distinguish Strickler from many peers: it acts as a wrap‑fee program sponsor through its platform provider, has a common‑ownership insurance agency whose representatives may recommend annuities and receive customary commissions, and maintains an affiliated tax preparation company that the firm pays to prepare taxes for ongoing planning clients. The brochure also discloses referral arrangements, including a flat‑fee referral relationship with an estate attorney and the firm’s use of an insurance IMO (Advisors Excel) for marketing and business development support.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for stand-alone financial planning ranging from $1,500 to $15,000.
Up to 1.75% annually, negotiated on a client-by-client basis
Commission received from sale of insurance products and fixed index annuities by licensed insurance agents affiliated with the firm.
$250/hour for financial planning services if agreement terminated before completion or as otherwise stated in written agreement.
Ongoing subscription-based financial planning/coaching services charged monthly between $100 to $600 per month.
Account minimum: $250,000 (may be waived at Firm's discretion) Fee-only: Investment management fees based on assets under management, maximum annual fee not to exceed 1.75%, billed monthly in arrears; Financial planning fees: stand-alone fixed fees ranging from $1,500 to $15,000; ongoing subscription-based financial planning fees ranging from $100 to $600 per month; Hourly rate of $250/hour applied upon termination of financial planning agreements.
Main office
10299 E. Grand River Rd., Suite I
Brighton MI 48116
Advisors at this office
6
Most active in
Florida · Michigan · Texas
Also doing business as
Strickler Financial Group · Strickler Financial Services, LLC · Strickler Investment Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Alec C
Series 65
Brighton, MI
Strickler Investment Services, LLC
Alec Copeland is a financial advisor at Strickler Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at JP Morgan Chase and Xanterra Travel Collection. Outside of finance, he is involved with Flaunt Salon, a landscaping and cleaning services business. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, utilizing an active, asset-allocation driven approach with portfolios composed of equities, ETFs, and mutual funds. The firm also offers tax preparation services through an affiliated entity and employs risk-analysis tools to tailor portfolio construction to client objectives.
Luka Z
Series 65
Brighton, MI
Strickler Investment Services, LLC
Luka Zachary is a financial advisor at Strickler Investment Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Strickler Investment Services, he spent nine years in school and had a one-year period of unemployment. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm employs an active, asset-allocation driven approach using equities, ETFs, and mutual funds, supported by third-party model managers and risk analysis tools to align portfolios with client objectives.
Logan D
Series 65
Brighton, MI
Strickler Investment Services, LLC
Logan Doty is a financial advisor with Strickler Investment Services, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Strickler, he gained experience in roles at Powerhouse Gym, BASF Corporation, and Clemson University. He is also licensed as a life and health insurance agent, dedicating part-time hours to that work. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm employs an active, asset-allocation driven approach, utilizing third-party model managers and risk analysis tools to align portfolios with client objectives.
Alexander W
Series 63, Series 65
Brighton, MI
Strickler Investment Services, LLC
Alexander Walther is a financial advisor at Strickler Investment Services, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, using an active, asset-allocation driven approach that incorporates equities, ETFs, and mutual funds. The firm offers ongoing portfolio supervision, access to tax preparation services through an affiliated entity, and advises on held-away accounts and insurance products.
Russell S
CFP®, Series 63, Series 65
Brighton, MI
Strickler Investment Services, LLC
Russell Strickler is a CFP® with 20 years of industry experience and is affiliated with Strickler Investment Services, LLC in Brighton, MI. His career includes roles at AE Wealth Management, MassMutual Life Insurance Company, and PNC Wealth Management. He also owns Strickler Tax Advisory, a tax preparation firm. Strickler Investment Services provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm employs an active, asset-allocation-driven approach, integrating equities, ETFs, and mutual funds, and offers additional services through affiliated tax preparation and insurance entities.
Christopher B
Series 65
Brighton, MI
Strickler Investment Services, LLC
Christopher Bakken is a financial advisor at Strickler Investment Services, LLC with a Series 65 designation and one year of industry experience. His previous roles include positions at Mercer Advisors and CMT Digital. Strickler Investment Services offers discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm uses an active, asset-allocation driven approach that incorporates equities, ETFs, and mutual funds, and provides services such as portfolio supervision, tax preparation through an affiliated entity, and advice on held-away accounts and insurance products.
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