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