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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STRICKLER INVESTMENT SERVICES, LLC

CRD 332778

BRIGHTON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6faa74fa-c355-0b24-6542-b2a13610e3fa

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Feb 5, 2026 to Aug 27, 2026
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $107MItem 5.F on the latest filing (2026-08-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $107M
Private client RAUM: $105MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $17.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 672
Individual clients: 259
High net worth clients: 18
SEC number: 801-135505
CRD: 332778
Filings on the tape: 2
First filed: Feb 5, 2026
Latest filed: Aug 27, 2026
Organised: Limited Liability Company, MI
Website: stricklerfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Alexander R Walther	n/a	BRIGHTON, MI	1	13	1	no
Russell William Strickler	Certified Financial Planner	BRIGHTON, MI	1	20	6	no
Alec John Copeland	n/a	BRIGHTON, MI	1	11	n/a	no
Logan Robert Doty	n/a	BRIGHTON, MI	0	11	n/a	no
Luka Roman Zachary	n/a	BRIGHTON, MI	0	10	n/a	no
Christopher Thomas Bakken	n/a	BRIGHTON, MI	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Strickler, Russell, William	MANAGING MEMBER/ CCO	E	yes	08/2024	Aug 27, 2026	Aug 27, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 5, 2026	$107M	$107M	9	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$107M	n/a	n/a	n/a	n/a	9	n/a	2	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AE WEALTH MANAGEMENT, LLC	2	May 9, 2025	Oct 25, 2024	LIVONIA, MI	Team lift out	Ibd to RIA	0.5%

Relationships

Controls (1)

← Strickler, Russell, WilliamOwnerMANAGING MEMBER/ CCO, ownership code E, individual
Aug 27, 2026 to presentfactForm ADV

Registered with (6)

← Luka Roman ZacharyAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← Christopher Thomas BakkenAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← Logan Robert DotyAdvisorregistration: current employment
Dec 11, 2025 to presentfactForm ADV
← Alec John CopelandAdvisorregistration: current employment
Dec 4, 2024 to presentfactForm ADV
← Russell William StricklerAdvisorregistration: current employment
Oct 25, 2024 to presentfactForm ADV
← Alexander R WaltherAdvisorregistration: current employment
Oct 23, 2024 to presentfactForm ADV

Moved with (1)

← AE WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
May 9, 2025 to Oct 25, 2024factForm ADV

Dated events

Occurred
May 9, 2025
Team lift-out
2 advisors left AE Wealth Management, LLC (Livonia, MI) for Strickler Investment Services, LLC on the same day
Form ADVobserved 4 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6faa74fa-c355-0b24-6542-b2a13610e3fa
First observed: Feb 5, 2026
Last observed: Aug 27, 2026 23 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STRICKLER INVESTMENT SERVICES, LLC

CRD 332778

BRIGHTON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6faa74fa-c355-0b24-6542-b2a13610e3fa

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:44 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Alexander R Walther

n/a

BRIGHTON, MI

Russell William Strickler

Certified Financial Planner

BRIGHTON, MI

Alec John Copeland

n/a

BRIGHTON, MI

n/a

Logan Robert Doty

n/a

BRIGHTON, MI

n/a

Luka Roman Zachary

n/a

BRIGHTON, MI

n/a

Christopher Thomas Bakken

n/a

BRIGHTON, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Strickler, Russell, William

MANAGING MEMBER/ CCO

yes

08/2024

Aug 27, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 5, 2026

$107M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$107M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AE WEALTH MANAGEMENT, LLC

May 9, 2025

Oct 25, 2024

LIVONIA, MI

Team lift out

Ibd to RIA

0.5%