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Stephen Stricklin

BRIGHT PORTFOLIOS, LLC·LEE'S SUMMIT, Missouri
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11 SE 2ND ST, LEE'S SUMMIT, MO 64063CRD# 4690440Firm CRD# 288605
01

About

Stephen Stricklin is a registered financial advisor based in LEE'S SUMMIT, Missouri, affiliated with BRIGHT PORTFOLIOS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
BRIGHT PORTFOLIOS, LLC
BRIGHT PORTFOLIOS, LLC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BRIGHT PORTFOLIOS, LLC →
Services
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4690440
Firm CRD# 288605
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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