Our People

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Alan M. Stricker - President

Alan and his wife Denise have two sons, Cameron and Elliot. They currently reside in Deephaven, Minnesota. Outside of the office, Alan and family enjoy time together be it participating and watching sports such as football, basketball or baseball, or maybe going on a weekend ski trip or tubing behind the boat. Some of the quieter times might include a board game, card game or watching a movie together. We know that family time is precious time and work to savor every minute!

In addition to being an investment advisor, Alan is a current member and past President of the Lake Minnetonka Excelsior Rotary Club.

Undergraduate Education: Bachelor of Aerospace from the University of Minnesota Institute of Technology.

Graduate Degree: Masters of Business Administration University of Minnesota Carlson School of Business.


Industry Examinations:

State Securities Law Exam
Series 65 - Uniform Investment Adviser Law Examination                May 8, 2009
Series 63 - Uniform Securities Agent State Law Examination           Aug 2, 1995

General Industry/Products Exam
Series 31 - Futures Managed Funds Examination                             Oct 22, 2003
Series 7 - General Securities Representative Examination               July 26, 1995

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