Adam J. Strickman

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About Adam J. Strickman

Private Wealth Advisor, Chief Executive Officer of Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

My wife, Tamia, is a full time mom and is my hero!

We have 2 children that keep our lives entertaining and exciting, Kinsley and Cohen.

We have 2 pups that used to get a lot more attention before kids came into the picture; Kaiah, an Australian Shepherd and Myko, a Golden Retriever mix.

We enjoy hiking and other outdoor activities in the summer as well as some snowboarding in the winter.

We love to travel and explore new places when we have the chance.

See Disclosures

General Information

Firm Start Year

1999

No. of Employees

20-49

CRD#

4559641

Firm CRD#

6363

Insurance License#

0M11821

Name of Broker/Dealer

Ameriprise Financial Services, Inc.

States Licensed in

CO, NM, AZ, NY, OK, DE, TX, GA, NE, DC, NC, ND, OR, NJ, OH, SC, IA, KY, WI, CA, MN, WY, MD, MI, SD, KS, IL, VA, AL, ME, NV, LA, AR, TN, AK, HI, WA, MT, MO, ID, IN, PA, CT, FL, MA, UT, NH

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Families, Individual Investors, Businesses

Advisory Services Provided

Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting, Risk Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CRPC^®, APMA^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Variable Annuity, Long Term Care, Variable Life, Life, Accident, Annuity, Health

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Based on Assets

Education

Bachelor of Arts, Finance -

New Mexico State University

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1887229/paladinregistry-Ethos-Financial-Partners-detailed-disclosure.html

Disclaimer

Ameriprise Financial cannot guarantee future financial results. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^® and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc. All rights reserved.

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Paladin Research Report For:

Ethos Financial Partners