Clifford Otto Straub

Employer firm

Lifestyle Financial Strategies, LLC CRD 145846

$24.8M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Lifestyle Financial Strategies, Llc

100 Riverview Center Suite 316, Middletown, CT 06457 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2008-04-30

CT RA
APPROVED

Since 2008-04-30

Branch Locations

100 Riverview Center Suite 316, Middletown, CT 06457 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wrp Investments Inc	Youngstown	OH	07/2006	Present
Lifestyle Financial Strategies, Llc	Middletown	CT	04/2006	Present

07/2006 → Present

Wrp Investments Inc

Youngstown, OH
04/2006 → Present

Lifestyle Financial Strategies, Llc

Middletown, CT

Previous Registrations

2006-07-03 → 2008-07-07

Wrp Investments, Inc.

Middletown, CT

Other Businesses

MIDDLETOWN ROTARY CLUB SCHOLARSHIP TRUST NOT AN INVESTMENT RELATED BUSINESS P.O. BOX 1107 MIDDLETOWN, CT 06457 CIVIC CLUB TRUSTEE 02/2011 TO PRESENT HOURS PER MONTH = 0.5 HOURS DURING SECURITIES TRADING HOURS = 0.5 PER MONTH ONE OF THREE TRUSTEES THAT OVERSEES THE SCHOLARSHIP ENDOWMENT ACCOUNT MIDDLESEX UNITED WAY BOARD OF DIRECTORS NOT AN INVESTMENT-RELATED BUSINESS 100 RIVERVIEW CENTER SUITE 230 MIDDLETOWN, CT 06457 CHARITABLE FUNDRAISING AND COMMUNITY SUPPORT 01/2005 TO PRESENT HOURS PER MONTH = 2.0 HOURS DURING SECURITIES TRADING HOURS = 2.0 BOARD OF DIRECTORS EXECUTIVE COMMITTEE FINANCE COMMITTEE INVESTMENT COMMITTEE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-12-28

S66 Uniform Combined State Law Examination

2000-12-28

Designations

Certified Financial Planner

View on SEC IAPD