A complete list of active advisors currently associated with Strickler Investment Services, LLC
Warmer can help you find a great advisor at Strickler Investment Services, LLC or one who fits your needs even better.
Strickler Investment Services provides discretionary investment management and related advisory services to individuals, high‑net‑worth individuals, trusts, and charitable organizations, reporting $107,259,632 in discretionary assets under management as of December 31, 2025. The firm also offers stand‑alone and subscription financial planning, coordinates estate‑planning through the Wealth.com platform, and makes tax preparation services available through an affiliated entity. The firm pursues an active, asset‑allocation‑focused investment approach that emphasizes diversified holdings such as equities, ETFs, and mutual funds, with periodic rebalancing and discretionary trading to align portfolios with client objectives. Strickler employs third‑party model managers via a platform provider and uses custodial and execution services available through its platform arrangements to implement and administer model portfolios. Distinctive features include acting as a wrap‑fee program sponsor and common‑ownership affiliations with Strickler Financial Group (a licensed insurance agency) and Strickler Tax Advisory, LLC, so advisors may recommend insurance and tax services in addition to investment management. The firm also coordinates estate document creation through Wealth.com, works with an insurance IMO (Advisors Excel) for product distribution, and discloses use of third‑party service providers that employ artificial intelligence in client‑service functions.
To learn more about the advisors currently working at Strickler Investment Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brighton, MI
| 1
| |
Brighton, MI
| 0
| |
Brighton, MI
| 20
| |
Brighton, MI
| 6
|
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