Edwin Paul Strickling

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/1972 → Present
  Edwin Strickling, Cpa
  Maineville, OH
• 09/1998 → 10/2019
  1St Global Capital Corp.
  Maineville, OH
• 05/2002 → 10/2019
  1St Global Advisors, Inc.
  Maineville, OH
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Lebanon, OH
• 10/2019 → 09/2025
  Avantax Advisory Services
  Lebanon, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lebanon, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Lebanon, OH
• 2002-05-10 → 2019-10-25
  1St Global Advisors Inc
  Maineville, OH
• 2000-08-08 → 2004-12-09
  Matoaka Money Management, Inc.
  Cincinnati, OH

Other Businesses

FUND EVALUATION GROUP LLC POSITION: Solicitor NATURE: Agreement restricted to one individual investor. Solicitor agreement dating back to 1997. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1997 ADDRESS: Ste 1600, Cincinnati OH 45202, United States DESCRIPTION: No responsibilities. Restricted agreement MATOAKA MONEY MANAGEMENT, INC. POSITION: Financial Advisor NATURE: Financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 9/1998 DESCRIPTION: Provide financial services to clients.

Exams

• S66 Uniform Combined State Law Examination
  1999-06-23

Other Names

• Edwin Paul Strickling
• Ed Strickling