Russell Stoeckler CLU®, ChFC®

As founder and Chief Financial Advisor of Stoeckler Financial Advisory Services, Russ Stoeckler has more than 20 years of experience in the financial services industry. Russ leads the firm’s team with integrity and is knowledgeable in all areas of financial planning.

Education

  • Carroll University, Waukesha, Wisconsin
    • Studies in Business with an Emphasis on Finance 
  • The American College, Bryn Mawr, Pennsylvania
    • Earned Charter Life Underwriter, CLU® and Charter Financial Consultant, ChFC® designations
  • Institute for Business and Finance, San Diego, California
    • Earned Certified Fund Specialist designation, CFS®

Examinations

  • FINRA Series 65
  • Uniform Investment Advisor Law Examinations
  • FINRA Series 63
  • Uniform Securities Agent State Law Examinations

Adam Stoeckler CFP® APMA ®

Financial Advisor Adam Stoeckler, CFP® is a second-generation financial planner with the firm. Adam graduated from the University of Wisconsin-Milwaukee with a Bachelor’s degree in finance. He has been with Stoeckler Financial since 2008.

Education

  • UW-Milwaukee, BS – Finance 2010
  • College for Financial Planning – Certified Financial Planner TM

Examinations

  • FINRA Series 65
  • Uniform Investment Advisor Law Examinations

Matthew Radish CRPC®

Matthew is an Investment Advisor Representative for Stoeckler Financial Advisory Services with nearly 30 years of industry experience. He graduated from the University of Wisconsin-Milwaukee with a Bachelor’s degree in Business Administration specializing in finance. Matthew is also an Independent Insurance Agent with First Associated Insurance Agencies. With Stoeckler Financial since 2008.

Education

  • UW-Milwaukee, BS – Business Administration/Finance 1980
  • College for Financial Planning – Charter Retirement Planning Counselor SM 2011

Examinations

  • FINRA Series 7
  • General Securities Representative
  • Series 22
  • Direct Participation Program Representative
  • Series 66
  • Uniform Combined State Law Exam