Luka Roman Zachary

Employer firm

Strickler Investment Services, LLC CRD 332778

$107M regulatory AUM

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

• 05/2026 → Present
  Strickler Investment Services, Llc
  Brighton, MI
• 07/2016 → 07/2025
  School
  Washington, MI
• 07/2025 → 05/2026
  Unemployed
  Washington, MI

Other Businesses

1.) Strickler Financial Group; Yes Investment Related; 10299 E Grand River Road Suite I, Brighton, MI 48116; Insurance Sales and Services; Start Date; 08/13/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-29