DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Christopher Mark Strehle
Feed of 09/14/2026
Also filed as Chris Strehle
At current firm
14 y
since Jul 3, 2012
In the industry
23 y
since Nov 1, 2002 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Sound Financial Investment Management, LLC state registered currentsince Jul 3, 2012 · Vandalia, Oh
- Essential Financial Planning, Inc. unclassifiedDec 1, 2017 to Nov 14, 2025 · Aurora, Oh
- Dynamic Employee Solutions, LLC. unclassifiedOct 8, 2014 to Dec 14, 2017 · Vandalia, Oh
- Independent Advisers Group Corp formerSep 4, 2007 to Oct 12, 2012 · Kettering, Oh
- Osaic Fs, Inc. formerAug 14, 2007 to Aug 21, 2012 · Vandalia, Oh
- Transamerica Financial Advisors, LLC BD affiliatedApr 17, 2003 to Aug 20, 2007 · Troy, Oh
Moves
a registration end followed by a registration begin elsewhere
- Essential Financial Planning, Inc. to no registered destinationleft Nov 14, 2025 · Departure, no registered destination
- Dynamic Employee Solutions, LLC. to Essential Financial Planning, Inc.left Dec 14, 2017, registered Dec 1, 2017 (-13 days) · Other
- Independent Advisers Group Corp to Sound Financial Investment Management, LLCleft Oct 12, 2012, registered Jul 3, 2012 (-101 days) · Other
- Osaic Fs, Inc. to Independent Advisers Group Corpleft Aug 21, 2012, registered Sep 4, 2007 (-1813 days) · Other
- Transamerica Financial Advisors, LLC to Osaic Fs, Inc.left Aug 20, 2007, registered Aug 14, 2007 (-6 days) · Other
Signals
- Christopher Mark Strehle no longer registered at Essential Financial Planning, Inc.; no later IA registration on IAPDNov 14, 2025 · Advisor departure · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address