Green Bay, WI North Broadway Office

Updated today

Strive Financial Group, LLC

Team

Firm-wide stats for Strive Financial Group, LLC

Total advisors

Across 6 offices

Clients per advisor

70 High

Avg AUM per client

$314,064 Very Low

HNW client ratio

14% Low

About

Strive Financial Group, LLC is a registered investment adviser founded in 2024 that provides discretionary asset management, financial planning and consulting, and ERISA retirement-plan services to individual and high-net-worth clients. The firm also serves qualified retirement plans in both limited-scope 3(21) advisory roles and full-discretion 3(38) investment-manager capacities.

The firm builds portfolios and executes trades under discretionary authority using a combination of quantitative and qualitative analysis, and pursues a range of strategies from long-term allocations to trading, options, and alternative investments. Accounts are monitored and reviewed on a regular schedule (quarterly reviews are performed) with portfolio rebalancing, tax-loss harvesting consideration, and aggregated block trading when appropriate.

Noteworthy disclosures in the brochure include co-ownership by two affiliated financial entities and a related former SEC-registered adviser that is in the process of being dissolved, and the firm’s principals maintain an affiliated insurance agency and receive commission-based compensation for insurance products (approximately 30% of the co-owners’ time is spent on that activity). The firm also maintains two different asset-management fee schedules that may result in different clients paying different fees for similar services and operates without a stated account minimum.

Based on Strive Financial Group, LLC

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy

Based on Strive Financial Group, LLC

Occupation focus

Founder/Business Owner

Based on Strive Financial Group, LLC

Location

163 North Broadway

Green Bay WI 54303

Advisors at this office

Logan R

Series 66

Green Bay, WI

Strive Financial Group, LLC

Logan Rueckl is a financial advisor at Strive Financial Group, LLC with a Series 66 designation and one year of industry experience. Prior to joining Strive, he held roles at Morgan Stanley Private Bank, Morgan Stanley, and Matrix Sciences. Strive Financial Group is a registered investment adviser founded in 2024 that provides discretionary asset management, financial planning, and retirement-plan services to individual and high-net-worth clients. The firm employs both quantitative and qualitative analysis to manage portfolios across various strategies, conducting regular reviews and portfolio rebalancing.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner

View complete list of advisors at this office

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