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

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

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.

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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:   20
Work with the following types of clients:   Families, Individual Investors, Businesses
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management

Services

Investment Types:   Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Annuities, Bonds, Stocks, Insurance, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Phone, Our Office, Video Conference

Qualifications & Memberships

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

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Flat Fee, Based on Assets

Education

Bachelor of Arts, Finance  New Mexico State University
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Financial 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 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.


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.

Why should I choose you as my financial advisor?

CFP, CRPC, AMPA. Finance Degree.

What are your qualifications? What is your education background?

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

How do you charge for your services?

Financial planning fees and a percentage of assets under management

How are you compensated? How will I pay for your services?

Financial planning fees and a percentage of assets under management

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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.

Compliance

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


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

Awards & Recognitions

Five Star Wealth Manager
(2012- 2020)

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.

Compensation Arrangements

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