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Who We Are

August Financial Consulting is here to help you improve your financial wellbeing, so you can live comfortably in retirement. Guiding you with respect, transparency and care, we create solid financial plans to help you reach your goals—whatever they may be.

Built on a Foundation of Trust, Care, and Respect

August Financial Consulting, LLC is dedicated to helping you achieve the finances possible to enjoy your retirement. To do so, we’re led by our family-taught values:

  • Earn trust: We know financial professionals and the process itself can be intimidating. Our goal is to build a relationship with you and earn your trust through honesty and support.
  • Care for and respect others: We truly care about your financial wellbeing and goals. We know that your quality of life after retirement depends on your financial plan, and we take that seriously. That’s why we develop our plans with care as if they were our own.
  • Help others win: Financial planning isn’t just about us, and we’re not in it for the commission. We don’t win until you do. Everything from our flexible fee structure to our process was designed with you in mind.

Enjoy the process: Retirement is a milestone you should celebrate, not dread. And although financial planning can be difficult, we’re here to support you through it all. We ensure it’s an enjoyable process that leads you into your new beginning.

A Lifetime of Learning

“Life is short, so live every moment.”

August Financial Consulting is based on the wisdom attained from a lifetime of learning by my father and mother. My father was 80 years old when he passed away. Looking back, I now realize our time together  was just a blink of an eye.

Both of my parents taught me to love life and to respect people. My father, Augie, filled his life with love for my mother and siblings, treating people with respect, enjoying time with family and taking on challenges and experiences as they come.

He taught us what it meant to enjoy life, no matter your age. Now, our job at August Financial Consulting is to make the planning process easy and enjoyable, so others can enjoy life too—just like mom and dad did.

Meet Alan

Alan Stricker is the Owner & President of August Financial Consulting. With over 25 years of experience, he’s dedicated to helping his clients reach their financial goals before and after retirement.

Alan and his wife, Denise, have two sons, Cameron and Elliot, and currently reside in Deephaven, Minnesota. Outside of the office, Alan and his family enjoy playing or watching sports, trying new restaurants or cruising around Lake Minnetonka. Family time is precious and Alan works to savor every minute.

In addition to being an investment advisor representative, Alan is a current member and past President of the Lake Minnetonka Excelsior Rotary Club.

Undergraduate Education

Bachelor of Aerospace

University of Minnesota Institute of Technology

Graduate Degree

Masters of Business Administration

University of Minnesota Carlson School of Business

Industry Examinations

State Securities Law Exam

Series 65 – Uniform Investment Adviser Law Examination May 8, 2009

Series 63 – Uniform Securities Agent State Law Examination Aug 2, 1995

General Industry/Products Exam

Series 31 – Futures Managed Funds Examination Oct 22, 2003

Series 7 – General Securities Representative Examination July 26, 1995

Let Us See How We Can Support You in Reaching Your Goals

August Financial Consulting is your full-service financial planning and management team. Allow us to see how we can support you with a financial planning review. Reach out to our team today by calling 952-767-2073 or fill out the form here.

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