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Michael Strasser

Advisor at Chicago Partners Investment Group LLC

Updated today

Location

Manhattan, MT

Credentials

Series 63, Series 65

Industry experience

20 years

About

Michael Strasser is a financial advisor with Chicago Partners Investment Group LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Chicago Partners since 2018 and is also affiliated with Mds Investments, Inc. since 2011. Outside of advising, he serves as a board member and shareholder of Ambature, a technology and materials science company, and owns and manages a small hay farm through Six Bears Holdings, LP. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment strategy utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving as a private fund adviser and sub-advisor.

Client services

Based on Chicago Partners Investment Group LLC

Financial planning Portfolio management Selection of other advisers 401k plan option review & monitoring

Expertise

Based on Chicago Partners Investment Group LLC

Wealth management Private / alternative investments Options & derivatives strategies

Occupation focus

Based on Chicago Partners Investment Group LLC

Founder/Business Owner Retired

Fee options

Fixed

Mutually agreed upon fixed fee for consulting services

Other

Account minimum: $1,000,000 Minimum fee: $5,000 annual minimum fee for investment management services

Location

Manhattan, MT

Most active in

Montana

Work history

Chicago Partners Investment Group LLC

2018 - Present (8 years)

Mds Investments, Inc.

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher N

Series 63, Series 66

Bozeman, MT

Solid Rock Wealth Management

Christopher Nolt is the sole advisor at Solid Rock Wealth Management in Bozeman, MT, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has operated his own business since 1996 and founded Solid Rock Wealth Management in 2014. In addition to financial advising, he owns and operates Solid Rock Realty Advisors, LLC, a commercial real estate brokerage, and holds a state real estate license. Solid Rock Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, index-oriented investment approach supported by academic research and partnerships with Dimensional Fund Advisors, and it offers services including real estate advisory related to IRC Section 1031 exchanges.

Real estate investing Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Timothy R

CFA®

Bozeman, MT

Arkell Asset Management, LLC

Timothy Randak is a CFA charterholder and the sole advisor at Arkell Asset Management, LLC in Bozeman, MT, with 15 years of industry experience. He has been with Arkell Asset Management since its founding in 2011. Arkell Asset Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, small businesses, and retirement plans. The firm follows a strategic asset-allocation approach primarily using passively managed index mutual funds and ETFs, offering multiple service tiers including a low-touch investment management option.

General tax planning Cash flow / budgeting
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Aaron T

Series 63, Series 65

Belgrade, MT

MDRN Capital

Aaron Tyburski is a financial advisor at MDRN Capital with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Red Oak Financial Group, Osaic Wealth, and Bozeman Financial Advisors. Outside of his advisory role, he is also involved in insurance and annuity sales through MDRN Insurance. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a primarily long-term investment orientation and uses a mix of Independent Managers, mutual funds, ETFs, and individual securities.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Eric F

CFA®

Bozeman, MT

Aprio Wealth Management, LLC

Eric Flynn is a CFA® charterholder with four years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at firms including Compound Planning, Inc. and Wipfli LLP. Outside of his advisory role, Flynn serves as chair of the advisory council for the College of Business at Montana State University and is treasurer of Flynn Ranch, Inc., a family business. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $2.64 billion and employs a multi-advisor approach with tailored investment programs that include asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Private / alternative investments Founder/Business Owner
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Janie S

CFP®

Manhattan, MT

Chicago Partners Investment Group LLC

Janie Strasser is a CFP® professional with 20 years of industry experience. She has been with Chicago Partners Investment Group LLC since 2018 and previously worked at Empirical Wealth Management and MDS Investments, Inc. DBA Ponderosa Wealth Management. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and offers services such as discretionary portfolio management, financial planning, and family-office reporting.

Wealth management Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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David H

Series 66

Bozeman, MT

Money Concepts Capital Corp

David Haring is a financial advisor with Money Concepts Capital Corp in Bozeman, MT, holding a Series 66 license and eight years of industry experience. He has been with Money Concepts since 2017 and also works as a tax professional and manager at LWK Associates of Montana, DBA H&R Block. Haring serves on the Board of Directors for Bozeman Aikido, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses fundamental and technical analysis along with modern portfolio theory to manage accounts.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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