Rich Strehl

Rich Strehl

Brownstone Wealth Management Group

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $50,000

Minimum client income required: No minimum required

Title: Financial Advisor / Insurance Agent

Offering advice since: 2007

Areas of expertise:

  • Annuities
  • Business planning
  • Charitable and Planned Giving
  • Educational Planning
  • Life Planning
  • Medical and Health Issues
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Rich Strehl:

Rich Strehl is a well known financial advisor serving the Greater Brandon Florida area. He is skilled in helping his retiree and pre-retiree clients efficiently plan their financial futures. Rich shuns the traditional "cookie-cutter" approach to financial planning, and instead utilizes his experience and know-how to develop optimal, high-quality strategies that help meet his client's specific needs and goals. He employs a variety of financial protection and asset accumulation products and services including life insurance, long term care and investments to help craft the proper plan for each client's situation.

Rich served honorably in the US Army for five years as a military policeman and is a PhD graduate of the Investools investor education program. Rich holds a Series 7** general securities license, a Series 66** combined federal and state law license and also is licensed for Life Insurance, Health Insurance and Variable Annuities.

Rich and his wife, Jen, have a daughter named Cheyenne and a son named Ricky. Rich has lived in the Tampa Bay area for over thirty years.

** Mr. Strehl is a financial advisor with and holds securities licenses with LPL Financial.

Compensation and Fee Structures:

Fee based planning

Licenses, Certifications & Affiliations:

Series 7, Series 66, Life Insurance, Health Insurance, Variable Annuities

Education:

PhD, Investools Investor Education

Will provide references upon request?

Yes


Further information about Brownstone Wealth Management Group:

(Size of firm: 0-9 advisors)

Securities offered through LPL Financial. Member FINRA / SIPC.
The LPL Financial registered representatives associated with this site may only transact securities business with residents in the following states: Florida


Contact Information for Rich Strehl

Phone: (813) 299-8236
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Fax: (800) 644-7033

Address for Rich Strehl:
1315 Oakfield Drive
Brandon, FL, 33511

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