DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Todd Sargent Strasser

Advisor at BUCK WEALTH STRATEGIES, LLC

Rio Rancho, NM | DENVER, CO

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:a7234e53-accc-5f96-cb2a-2e6409d487a8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jul 21, 2008 to Sep 14, 2026

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

Current firm: BUCK WEALTH STRATEGIES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 18, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 18, 2008
First registration: Jul 21, 2008
Dual registered: yes, broker-dealer
Other names: TODD SARGENT STRASSER|TODD STRASSER
IAPD individual key: 5536716

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BUCK WEALTH STRATEGIES, LLC	Independent wealth	Aug 28, 2025	n/a	yes	DENVER, CO\|Rio Rancho, NM	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 2, 2024	Jul 9, 2024	no	Albuquerque, NM	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 24, 2019	Mar 13, 2024	no	ALBUQUERQUE, NM\|EL PASO, TX	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Dec 10, 2018	Aug 16, 2019	no	ALBUQUERQUE, NM	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Nov 16, 2015	Feb 5, 2018	no	ALBUQUERQUE, NM\|ALBUQUERQUE, NM\|ALBUQUERQUE, NM\|CEDAR CREST, NM\|ALBUQUERQUE, NM\|ALBUQUERQUE, NM\|LOS LUNAS, NM\|ALBUQUERQUE, NM\|ALBUQUERQUE, NM\|ALBUQUERQUE, NM\|ALBUQUERQUE, NM	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Oct 23, 2015	no	EL PASO, TX\|ALBUQUERQUE, NM\|TUCSON, AZ	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jul 21, 2008	Jan 3, 2011	no	ALBUQUERQUE, NM\|ALBUQUERQUE, NM	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	BUCK WEALTH STRATEGIES, LLC	Jul 9, 2024	Aug 28, 2025	415	Firm change after gap	Ibd to RIA
WELLS FARGO ADVISORS	AMERIPRISE FINANCIAL SERVICES, LLC	Mar 13, 2024	Jul 2, 2024	111	Firm change	Wirehouse to ibd
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	WELLS FARGO ADVISORS	Aug 16, 2019	Oct 24, 2019	69	Firm change	Other
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Feb 5, 2018	Dec 10, 2018	308	Firm change	Other
WELLS FARGO ADVISORS	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Oct 23, 2015	Nov 16, 2015	24	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (6)

→ BUCK WEALTH STRATEGIES, LLCRegistered adviserregistration: current employment
Aug 28, 2025 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 2, 2024 to Jul 9, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 24, 2019 to Mar 13, 2024factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Dec 10, 2018 to Aug 16, 2019factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Nov 16, 2015 to Feb 5, 2018factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jul 21, 2008 to Jan 3, 2011factForm ADV

Dated events

Occurred
Jul 9, 2024
Advisor changed firm
Todd Sargent Strasser left Ameriprise Financial Services, Llc for Buck Wealth Strategies, Llc (registered 2025-08-28)
Form ADVobserved 5 days ago
Occurred
Mar 13, 2024
Advisor changed firm
Todd Sargent Strasser left Wells Fargo Advisors for Ameriprise Financial Services, Llc (registered 2024-07-02)
Form ADVobserved 5 days ago