Advisor at Strive Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strive Financial Group, LLC
Location
Luxemburg, WI
Credentials
CFP®, Series 63, Series 65
Industry experience
30 years
Thomas Rueckl is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience primarily serving families in Northeastern Wisconsin. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor of Science degree in Business Administration from the University of Wisconsin – Green Bay. Thomas focuses on managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies, offering clients a comprehensive approach tailored to their individual needs.
Thomas emphasizes building long-term relationships through accessibility, responsiveness, and knowledge, guiding clients as they make important financial decisions. Alongside his professional role, he is actively involved in his community as a board member of the Ribbon of Hope Foundation. Thomas resides in Luxemburg, Wisconsin with his wife Nikki; they have three sons and one granddaughter. His personal interests include football, golfing, hunting, photography, traveling, and spending time with family.
Financial planning and consulting fixed fees range from $250 to $10,000 based on complexity and client needs.
$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 0.85% annually $1,000,000.01 - $2,000,000: 0.75% annually $2,000,000.01 - $3,000,000: 0.60% annually $3,000,000.01 - $5,000,000: 0.45% annually $5,000,000.01 - $10,000,000: 0.35% annually $10,000,000.01+: 0.20% annually
Investment Advisor Representatives receive external compensation from sales of investment related products such as insurance (commissions).
Ongoing financial planning fixed annual fees range from $250 to $10,000, payable monthly, quarterly, or annually in advance.
Luxemburg, WI
Florida · Wisconsin
Strive Financial Group, LLC
2026 - Present (1 year)
Bank Of America, N.a.
2022 - Present (4 years)
Merrill
2022 - Present (4 years)
LPL Financial
2021 - 2022 (1 year)
BMO Harris Financial Advisors, Inc.
2012 - 2022 (10 years)
BMO HARRIS Bank
2011 - 2022 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Casco, WI
LNB Financial LLC
CFP®, ChFC®, Series 63, Series 65, Series 66
Green Bay, WI
Associated Investment Services, Inc.
Series 63, Series 65
Luxemburg, WI
Harbour Investments, Inc.
Series 66
Green Bay, WI
wealth Enhancement Advisory Services, LLC
Series 63, Series 66
Luxemburg, WI
Midwestern Securities Trading Company, LLC
CFP®
Green Bay, WI
wealth Enhancement Advisory Services, LLC
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