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 2 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
| Title | President/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2007 |
Bright Portfolios, LLC
| Title | Manager |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |