Stoecker Financial, Inc.

Overview

Stoecker Financial, Inc. is an independent, individually owned registered investment adviser that primarily serves individual and family clients. The firm acts as a capital allocator and provides fee-based financial planning and portfolio management for individuals and small businesses, alongside services such as selection of other advisers, newsletters/publications, and educational seminars or workshops. Its business activities also include insurance brokerage, and its fee arrangements combine a percentage-of-AUM model with fixed fees. The firm does not identify as an active ESG investor and operates on a single-state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives