Strive Financial Group, LLC logo

Strive Financial Group, LLC

Updated today

Client assets under management

$241,515,421

Clients

769

14% high-net-worth

Advisors

9

of 11 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

85

High

Average account size

$314,064

About

Strive Financial Group, LLC provides discretionary asset management, financial planning and consulting, and ERISA retirement-plan advisory services to individuals (including high-net-worth clients) and plan sponsors. The firm reports managing about $246.7 million in client assets and serves 769 clients through an eight-advisor team.

Portfolios are managed based on clients’ stated goals, time horizons and risk tolerance, using a mix of quantitative and qualitative analysis and permitting strategies that include long- and short-term investments, options and margin where appropriate. SFG conducts quarterly account reviews, executes most trades and custody through Charles Schwab, and aggregates orders for block trading to allocate execution across client accounts.

What is notable about the firm relative to many peers is its combination of fee-based advisory services with commission-generating insurance activities; the owners report spending roughly 30% of their time on affiliated insurance brokerage work and advisors may receive commissions for insurance products. The firm also discloses ownership ties to other advisory entities, including a formerly SEC-registered adviser undergoing dissolution, and it operates with a relatively high client-to-advisor ratio (about 96 clients per advisor).

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Options & derivatives strategies

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting fixed fees range from $250 to $10,000 based on complexity and client needs.

Percentage

$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 0.85% annually $1,000,000.01 - $2,000,000: 0.75% annually $2,000,000.01 - $3,000,000: 0.60% annually $3,000,000.01 - $5,000,000: 0.45% annually $5,000,000.01 - $10,000,000: 0.35% annually $10,000,000.01+: 0.20% annually

Commissions

Investment Advisor Representatives receive external compensation from sales of investment related products such as insurance (commissions).

Subscriptions

Ongoing financial planning fixed annual fees range from $250 to $10,000, payable monthly, quarterly, or annually in advance.

Main office location

Strive Financial Group, LLC

10201 N. Illinois Street, Suite 325

Carmel IN 46290, United States

Number of offices

4

Most active in

California · Colorado · Florida · Illinois · Indiana · Michigan · Montana · Ohio · Tennessee · Texas · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Joshua D

Series 63, Series 65

Spring Grove, IL

Strive Financial Group, LLC

Joshua Da More is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Strive Financial Group since 2024 and concurrently at Wellington Wealth Strategies LLC since 2023. Prior to these roles, he held positions at MML Investors Services, Mass Mutual Life Insurance Company, and Assurance Technologies, Inc. He is also a licensed insurance agent involved in fixed insurance sales. Strive Financial Group is a registered investment adviser serving individuals, corporations, and qualified retirement plans with discretionary asset management, ERISA plan services, and financial planning. The firm employs a combination of quantitative and qualitative investment strategies tailored to client goals and maintains a notably high client-to-advisor ratio across its six-advisor team.

Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Logan R

Series 66

Green Bay, WI

Strive Financial Group, LLC

Logan Rueckl is a financial advisor at Strive Financial Group, LLC in Green Bay, WI, holding a Series 66 designation. He began his advisory career in 2025 with Morgan Stanley and has been with Strive Financial Group since 2026. Strive Financial Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals and plan sponsors, managing approximately $246.7 million in client assets. The firm uses a mix of quantitative and qualitative analysis to tailor portfolios based on client goals, time horizons, and risk tolerance.

Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
user avatar

John H

Series 65

Carmel, IN

Strive Financial Group, LLC

John Hillman is a financial advisor at Strive Financial Group, LLC in Carmel, IN, holding a Series 65 designation. He has been with Strive Financial Group since 2025 and has no prior industry experience before joining the firm. Outside of advisory work, he is also licensed as an insurance agent affiliated with the firm. Strive Financial Group serves individuals, corporations, and qualified retirement plans by providing discretionary asset management, ERISA plan services, and financial planning. The firm employs both quantitative and qualitative analysis to tailor portfolio management to clients’ goals and risk tolerances.

Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Hayley L

Series 63, Series 65

Green Bay, WI

Strive Financial Group, LLC

Hayley Lenz is a financial advisor at Strive Financial Group, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and BMO Harris Financial Advisors. Outside of her advisory role, she operates a personal business called Loopie's Liquidation Lounge. Strive Financial Group serves individuals, corporations, and qualified retirement plans with discretionary asset management, ERISA plan services, and financial planning. The firm uses a combination of quantitative and qualitative analysis and manages portfolios tailored to clients’ goals and risk tolerances.

Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Joseph H

Series 63, Series 65

Carmel, IN

Strive Financial Group, LLC

Joseph Hillman is a financial advisor at Strive Financial Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Wellington Wealth Strategies, LLC and MassMutual Life Insurance Company. Outside of financial advising, Hillman is the owner and sales lead of M. E. D. Distribution, a medical implant distribution company. Strive Financial Group serves individuals, corporations, and qualified retirement plans, offering discretionary asset management, ERISA plan services, and financial planning. The firm uses both quantitative and qualitative analysis to tailor portfolio management to clients’ goals and risk tolerances.

Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Christopher B

CFP®, Series 65

Carmel, IN

Strive Financial Group, LLC

Christopher Bauchle is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Strive Financial Group, LLC and Wellington Wealth Strategies, LLC, and also serves with the Indianapolis Fire Department and the United States Air Force Reserve. Outside of financial advising, he has managerial responsibilities at BCK Properties and maintains a role as a licensed insurance agent. Strive Financial Group is a registered investment adviser serving individuals, corporations, and qualified retirement plans. The firm provides discretionary portfolio management tailored to client goals and risk tolerances, utilizing both quantitative and qualitative strategies, and offers ERISA plan services and financial consulting.

Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired

Thomas R

CFP®, Series 63, Series 65

Luxemburg, WI

Strive Financial Group, LLC

Thomas Rueckl is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience primarily serving families in Northeastern Wisconsin. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor of Science degree in Business Administration from the University of Wisconsin – Green Bay. Thomas focuses on managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies, offering clients a comprehensive approach tailored to their individual needs. Thomas emphasizes building long-term relationships through accessibility, responsiveness, and knowledge, guiding clients as they make important financial decisions. Alongside his professional role, he is actively involved in his community as a board member of the Ribbon of Hope Foundation. Thomas resides in Luxemburg, Wisconsin with his wife Nikki; they have three sons and one granddaughter. His personal interests include football, golfing, hunting, photography, traveling, and spending time with family.

Wealth management General retirement planning Retirement income strategy Income planning Founder/Business Owner Retired Parents
user avatar

Gregory F

Series 63, Series 65

Carmel, IN

Strive Financial Group, LLC

Gregory Freeman is a financial advisor at Strive Financial Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Wellington Wealth Strategies, LLC and MML Investor Services. Freeman is also a licensed insurance agent involved in fixed insurance sales. Strive Financial Group serves individuals, corporations, and qualified retirement plans with discretionary asset management, ERISA plan services, and financial planning. The firm employs both quantitative and qualitative analysis to tailor portfolio management to client goals and risk tolerances and manages a notably high client-to-advisor ratio within its six-advisor team.

Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
user avatar

Ross G

Series 63, Series 65

Carmel, IN

Strive Financial Group, LLC

Ross Gaddy is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms, including Wellington Wealth Strategies and Mass Mutual, and has a background that includes a brief period at Gaddy and Gaddy Law Firm. Gaddy is also a licensed insurance agent involved in fixed insurance sales. Strive Financial Group serves individuals, corporations, and qualified retirement plans with discretionary asset management, ERISA plan services, and financial planning. The firm manages portfolios using both quantitative and qualitative analysis and offers specialized strategies tailored to clients’ goals and risk tolerances.

Retirement income strategy Options & derivatives strategies Founder/Business Owner Retired
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