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

Todd Sargent Strasser

Buck Wealth Strategies, LLCindependent RIARio Rancho, Nm dual registrantIAPD 5536716

Feed of 09/14/2026

Also filed as Todd Sargent Strasser

At current firm

1 y

since Aug 28, 2025

In the industry

18 y

since Jul 18, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Buck Wealth Strategies, LLC independent RIA current
since Aug 28, 2025 · Denver, Co
Ameriprise Financial Services, LLC national BD
Jul 2, 2024 to Jul 9, 2024 · Albuquerque, Nm
Wells Fargo Advisors wirehouse
Oct 24, 2019 to Mar 13, 2024 · Albuquerque, Nm
Northwestern Mutual Investment Services,LLC no RAUM
Dec 10, 2018 to Aug 16, 2019 · Albuquerque, Nm
Bancwest Investment Services, Inc. (Bwis) former
Nov 16, 2015 to Feb 5, 2018 · Albuquerque, Nm
Wells Fargo Advisors wirehouse
Jan 3, 2011 to Oct 23, 2015 · El Paso, Tx
Wells Fargo Investments, LLC unclassified
Jul 21, 2008 to Jan 3, 2011 · Albuquerque, Nm

Moves

a registration end followed by a registration begin elsewhere

Ameriprise Financial Services, LLC to Buck Wealth Strategies, LLC
left Jul 9, 2024, registered Aug 28, 2025 (415 days) · Affiliated broker-dealer or bank to independent RIA
Wells Fargo Advisors to Ameriprise Financial Services, LLC
left Mar 13, 2024, registered Jul 2, 2024 (111 days) · Wirehouse to affiliated broker-dealer or bank
Northwestern Mutual Investment Services,LLC to Wells Fargo Advisors
left Aug 16, 2019, registered Oct 24, 2019 (69 days) · Other
Bancwest Investment Services, Inc. (Bwis) to Northwestern Mutual Investment Services,LLC
left Feb 5, 2018, registered Dec 10, 2018 (308 days) · Other
Wells Fargo Advisors to Bancwest Investment Services, Inc. (Bwis)
left Oct 23, 2015, registered Nov 16, 2015 (24 days) · Other
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move

Signals

Todd Sargent Strasser left Ameriprise Financial Services, Llc for Buck Wealth Strategies, Llc (registered 2025-08-28)
Jul 9, 2024 · Advisor changed firm · fact
Todd Sargent Strasser left Wells Fargo Advisors for Ameriprise Financial Services, Llc (registered 2024-07-02)
Mar 13, 2024 · Advisor changed firm · 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: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address