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Eric Jason Stroehle

Investment Adviser Representative at IP FINANCIAL ADVISORY SERVICES LLC

Oakville, CTCRD #4845426Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
17 states
Exams Passed
5

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 17 states
ConnecticutFloridaIdahoKansasMaineMassachusettsMinnesotaNew HampshireNew JerseyNew YorkNorth CarolinaPennsylvaniaRhode IslandSouth CarolinaTexasVermontVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/29/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 10/9/2004
Series 22
Direct Participation Programs Representative Examination
Passed 2/15/2022
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/7/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $10,0001.25%
$25,000 to $100,0001.00%
$100,000 to $250,0000.75%
Greater than $250,0000.50%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

IP Financial Advisory Services LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INNOVATION PARTNERS LLCCurrent
3/3/2026Oakville, CT
IP FINANCIAL ADVISORY SERVICES LLCCurrent
3/3/2026Oakville, CT
OSAIC WEALTH, INC.
1/19/20243/5/2026Oakville, CT
WOODBURY FINANCIAL SERVICES, INC.
3/1/20191/19/2024Oakville, CT
QUESTAR ASSET MANAGEMENT, INC.
1/29/20183/1/2019Newington, CT

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Jason Stroehle has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Eric Jason Stroehle - Financial Advisor in Oakville, CT | AdvisorFinder