VETTED

Adam J. Strickman

APMA®, CRPC®, CFP®
Ethos Financial Partners
Adam J. Strickman
Tel: 303-252-9777 9351 Grant St. Suite 300 Thornton, CO 80229
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.
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.
See Disclosures

Our Team

Matthew
Matthew Monks, Managing Partner
CFP®, CRPC®, APMA®

Your financial goals are unique, and I can help you achieve them. I take the time to understand what's truly important to you whether it's saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant.

Ethos Financial Partners
Multiple

General Information
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

States Willing to do Business in:

Arvada,Aurora,Boulder,Brighton,Broomfield,Commerce City,Dacono,Denver,Eldorado Springs,Englewood,Erie,Firestone,Fort Lupton,Frederick,Golden,Henderson,Hudson,Indian Hills,Kittredge,Lafayette,Littleton,Lone Tree,Longmont,Louisville,Morrison,Watkins,Westminster

Years of Experience in Financial Services:

20

Number of Years with Current Firm:

20

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 Investment Advisor:

No

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Qualifications & Memberships
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

Services
Investment Types:

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

Can meet clients in the following ways:

Our Office, Phone, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Flat Fee, Based on Assets

Preferred meeting methods
I provide a free initial consultation:

Yes

Financial Planning for Individuals
Comprehensive Financial Planning, Wealth Management, Estate Planning Strategies, Retirement Income Strategies, Saving for Education, Insurance, Retirement Planning Strategies, Retirement Plan Distribution, Tax Planning Strategies and Investments
Tax Advice and Services
We have a CPA on our team with a Masters in Taxation who assists with tax planning strategies. Tax preparation and consulting is also available through our Principled Tax Services department.
20 Years of Experience
CRD# 4559641Firm CRD# 6363Insurance License# 0M11821Series 66, 7
Compliance
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsHave a clean record
Criminal Disclosures in Last 5 yearsHave a clean record
Communities Served
ArvadaAuroraBoulderBrightonBroomfieldCommerce CityDaconoDenverEldorado SpringsEnglewoodErieFirestoneFort LuptonFrederickGoldenHendersonHudsonIndian HillsKittredgeLafayetteLittletonLone TreeLongmontLouisvilleMorrisonWatkinsWestminster
Office Hours
Monday8:00 - 17:00
Tuesday8:00 - 17:00
Wednesday8:00 - 17:00
Thursday8:00 - 17:00
Friday8:00 - 14:00
SaturdayClosed
SundayClosed
Social Network
Advisor Profile Image
Talk to an AdvisorFINRA/SEC Registered Advisors

Your Information is Safe and Secure

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.