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seller-profile

Adam J. Strickman, CFP®, CRPC®, APMA®

Ethos Financial Partners

9351 Grant St.
Suite 300

Thornton, CO 80229
(303) 2529777

About Ethos Financial Partners

You are not just another face in the crowd.

You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you.

I can help you prepare for whatever life brings - both the expected and the unexpected - with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

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

17

Number of Years with Current Firm

17

I work with the following types of clients

Families, Businesses, Individual Investors

Services

Investment Types

Insurance, Annuities, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, At my office, Via phone

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Retirement Planning Counselor (CRPC®)

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

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

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Education

Bachelor of Arts, Finance -

New Mexico State University
-

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.