Russell Stoeckler CLU®, ChFC®

Financial Advisor at Stoeckler Financial

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

Adam Stoeckler CFP®

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