Unclaimed Profile

Stephen Stricklin

BRIGHT PORTFOLIOS, LLC·LEE'S SUMMIT, Missouri

Series 6, Series 7, Series 63, Series 66Clean record19 years registeredBRIGHT PORTFOLIOS, LLC

11 SE 2ND ST, LEE'S SUMMIT, MO 64063CRD# 4690440Firm CRD# 288605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Stricklin · LEE'S SUMMIT, MO

Registration

CRD #4690440 · BRIGHT PORTFOLIOS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nov 2025 – present

BRIGHT PORTFOLIOS, LLC

Sep 2017 – Oct 2025

LEE'S SUMMIT, MO

WISE WEALTH, LLC

Jun 2007 – Dec 2025

LEE'S SUMMIT, MO

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · June 27, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHT PORTFOLIOS, LLC

CRD 288605 · SEC 801-131622

Employees

Total firm employees

Services offered by BRIGHT PORTFOLIOS, LLC

Per Form ADV

Portfolio management (pooled investments)

Other

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at BRIGHT PORTFOLIOS, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Stricklin offer?

Stephen Stricklin specializes in Investment Management, Fee-Only Advisory. Contact their office in LEE'S SUMMIT, Missouri for a consultation.

What are Stephen Stricklin's credentials?

Stephen Stricklin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Stricklin located?

Stephen Stricklin is based in LEE'S SUMMIT, Missouri, working with BRIGHT PORTFOLIOS, LLC. Their office serves clients in the LEE'S SUMMIT metropolitan area and surrounding communities.

How does Stephen Stricklin charge for services?

Stephen Stricklin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHT PORTFOLIOS, LLC?

BRIGHT PORTFOLIOS, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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