Adam Russell Stoeckler

Employer firm

Highland Investment Advisors LLC CRD 141694

$368M regulatory AUM 65 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → 06/2023
  Stoeckler Financial Advisory Services, Llc
  Brookfield, WI
• 12/2022 → Present
  Highland Investment Advisors, Llc
  Delafield, WI

Previous Registrations

• 2010-09-10 → 2023-06-08
  Stoeckler Financial Advisory Services, Llc
  Brookfield, WI

Other Businesses

licensed insurance agent since 02/2017; 12545 West Burleigh Road, Suite 4, Brookfield, WI 53005; investment related; insurance sales through various insurance companies; less than 1 hr/mo Lakewood Baptist Church; Not Investment Related; Pewaukee, WI; Deacon of Finance and Member of the Finance Committee; Started 08/2021; Approximately 2 hours per month spent; 0 hours spent during trading hours; Oversee annual budget and monthly financial statements and help construct and maintain compensation packages for staff pastors.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-31

Designations

• Certified Financial Planner