wiseradvisor

Adam J. Strickman, CFP®, CRPC®, APMA®
Ethos Financial Partners

Tel: (303) 252-9777
9351 Grant St.
Suite 300
Thornton, CO 80229
Ethos Financial Partners | Financial Advisor in Thornton ,CO

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
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
Number of Years with Current Firm:   17
I work with the following types of clients:   Individual Investors, Families, Businesses


Services

Investment Types:   Mutual Funds, Bonds, Stocks, Insurance, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, Video Conference, Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Long Term Care, Variable Annuity, Variable Life, Accident


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee, Based on Assets


Education

Bachelor of Arts, Finance  New Mexico State University
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Faqs

  • Do you have a customer satisfaction or refund policy? Yes, we refund financial planning fees in full if clients are not satisfied with our process.
  • Do you have a customer satisfaction or refund policy? Yes, we refund financial planning fees in full if clients are not satisfied with our process.
  • What are your qualifications? What is your education background? CFP, CRPC, AMPA. Finance Degree.
  • What are your qualifications? What is your education background? CFP, CRPC, AMPA. Finance Degree.
  • What is your approach to financial planning? At Ethos Financial Partners, we are devoted to helping people live more confident and fulfilled lives by protecting what matters most. To accomplish this, our team of professionals works together to develop a customized roadmap tailored to each clients values, financial objectives and life goals
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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.

Adam J. Strickman, CFP®, CRPC®, APMA®

Adam J. Strickman, CFP®, CRPC®, APMA®

CERTIFIED FINANCIAL PLANNER™ Certificant, APMA, CRPC®

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.

My Services

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 Planning & Mitigation

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.

My Team

Matthew  Monks, Managing Partner
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.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 2:00 PM

Communities Served

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

Compensation Arrangements

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Awards & Recognitions

Five Star Wealth Manager
(2012- 2019)

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review (please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionals consumer complaint process*); 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. Oneyear client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. *To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professionals consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

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