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STRICKLER INVESTMENT SERVICES, LLC

BRIGHTON, MI · CRD 332778 · IAPD ↗ · stricklerfinancial.com · 5176189000

$107.3MRegulatory AUM
3Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — STRICKLER INVESTMENT SERVICES, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2026 — STRICKLER INVESTMENT SERVICES, LLC (BRIGHTON, MI) is newly SEC-registered with $107.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.