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Stephen Stricklin

President/Chief Compliance OfficerWise Wealth, LLCCRD 4690440

About Stephen Stricklin

Stephen Stricklin is listed as President/Chief Compliance Officer at Wise Wealth, LLC in Lee's Summit, MO. Form ADV reports a beneficial ownership band of Over 75%. Stephen Stricklin is associated with 3 registered advisers.

Reported ownership

Owns Over 75% of Wise Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stephen Stricklin work?

Stephen Stricklin is listed as President/Chief Compliance Officer at Wise Wealth, LLC on SEC Form ADV.

How much of Wise Wealth, LLC does Stephen Stricklin own?

Form ADV reports a beneficial ownership band of Over 75%.

Wise Wealth, LLC

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2007
View Wise Wealth, LLC →

Bright Portfolios, LLC

TitleManager
OwnershipUnder 5%
Control personYes
Since2017
View Bright Portfolios, LLC →

Bright Portfolios, LLC

TitleManaging Member/Owner
Ownership50-75%
Control personYes
Since2007
View Bright Portfolios, LLC →