Advisor at Buck Wealth Strategies, 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
Buck Wealth Strategies, LLC
Location
Rio Rancho, NM 87124
Credentials
Series 66
Industry experience
15 years
Todd Strasser is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Wells Fargo Bank, Northwestern Mutual, and Bank of the West. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach with tactical asset allocation, managing approximately $565 million in discretionary assets across multiple advisors.
Based on Buck Wealth Strategies, LLC
Based on Buck Wealth Strategies, LLC
Retirement plan advisory flat fees range from $2,500 to $50,000; fees based on plan assets up to 1.50% also possible.
Up to 1.50% annually, negotiable based on account size, complexity, and other factors
Insurance commissions received separately from advisory fees; commissions vary by product and carrier.
Financial planning hourly rate of $400/hour used for prorated fees if agreement terminated early.
Account minimum: $25,000 Fee-only: Financial planning fees negotiated individually; 50% due on signing, remainder on delivery; hourly rate $400/hour for prorated fees on terminated agreements.
481 Quantum Road Ne
Rio Rancho, NM 87124
New Mexico
E.A. Buck Insurance DBA E.A. Buck Financial Services
2025 - Present (1 year)
Madison Avenue Securities
2025 - Present (1 year)
Buck Financial Services - New Mexico
2025 - Present (1 year)
Buck Wealth Strategies
2025 - Present (1 year)
Ameriprise
2024 - 2024 (1 year)
Fle Solely LLC
2024 - 2025 (1 year)
Unemployed
2024 - 2024 (1 year)
Wells Fargo Bank, NA
2019 - 2024 (5 years)
Wells Fargo Clearing
2019 - 2024 (5 years)
Northwestern Mutual Wealth Management Company
2018 - 2019 (1 year)
Northwestern Mutual Life Insurance Company
2018 - 2019 (1 year)
Northwestern Mutual Investment Services LLC
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Bank of the West
2015 - 2018 (3 years)
BancWest Investment Services
2015 - 2018 (3 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
CFP®, Series 66
Albuquerque, NM
Intentional Finance, LLC
Series 63, Series 65
Rio Rancho, NM
Retirement Solutions
Series 63, Series 65
Rio Rancho, NM
SML Advisory
Series 63, Series 66
Albuquerque, NM
Grinstead Wealth Management
CFP®, Series 65
Albuquerque, NM
Drucker, David J. DBA Sunset Financial Management
CFP®, PFS™, Series 66
Albuquerque, NM
Meridian Wealth Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")