Eric Jason Stroehle

Current Employers

Employment History

• 03/2009 → 06/2017
  Ccf Investments, Inc.
  Greensboro, GA
• 06/2017 → 11/2017
  Ameritas Investment Corp.
  Lincoln, NE
• 08/2008 → 10/2017
  Nvcc
  Waterbury, CT
• 01/2009 → 11/2017
  Capital Choice Financial Services
  Newington, CT
• 11/2017 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 12/2017 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Newington, CT
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Newington, CT
• 01/2024 → 03/2026
  Osaic Wealth, Inc.
  Oakville, CT
• 03/2026 → Present
  Innovation Partners Llc
  Charlotte, NC
• 03/2026 → Present
  Ip Financial Advisory Services
  Charlotte, NC

Previous Registrations

• 2024-01-19 → 2026-03-05
  Osaic Wealth, Inc.
  Oakville, CT
• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakville, CT
• 2018-01-29 → 2019-03-01
  Questar Asset Management, Inc.
  Newington, CT
  Minneapolis, MN

Other Businesses

1.ROUTE65 FINANCIAL POSITION: Agent NATURE: Sole Proprietorship, NOTE THIS IS A CHANGE IN DBA... No other substantial changes to business. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/15/2022 ADDRESS: 22 Warner Ave, Oakville CT 06779, United States DESCRIPTION: ASSIST CLIENTS TRANSITIONING TO RETIREMENT WITH GETTING THEIR OWN AFFORDABLE DENTAL PLAN and developing a plan with HMA account to cover deductibles. Also help with the areas of Life, LTC, and Fixed Annuity (Not FIA) Products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-29
• S63 Uniform Securities Agent State Law Examination
  2004-10-09

Other Names

• Eric J. Stroehle