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Adam J. Strickman

Ethos Financial Partners

9351 Grant St.
Suite 300

Thornton, CO 80229

303-252-9777

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

CRD#

4559641

Firm CRD#

6363

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

Years of Experience in Financial Services

20

Number of Years with Current Firm

20

I 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)

I can meet clients in the following ways

Via Phone, At my office, Video Conference

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CRPC®, APMA®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Education

Bachelor of Arts, Finance -

New Mexico State University
-

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.