Strellner Financial Group

Strellner Financial Group The Strellner Financial Group's promise is to be there when you need us as your financial friends for life! member FINRA/SIPC. Osaic Wealth, Inc.

At Strellner Financial Group (SFG), we’re here to help you take control of your financial future with expert guidance and personalized strategies. Whether you're planning for retirement, growing your wealth, or protecting what matters most, our advisors work with you every step of the way. We believe that financial planning isn’t just about numbers—it’s about real people, real goals, and real peac

e of mind. That’s why we take the time to understand your unique situation and create a strategy that fits your needs. Our core values guide everything we do:
✅ Professionalism – Knowledgeable, experienced, and committed to your success
✅ Attentiveness – Your goals come first, always
✅ Respect – Building lasting, trusted relationships
✅ Dependability – A partner you can count on
✅ Integrity – Honest, transparent, and ethical service
✅ Empathy – We listen, we care, we guide

We also believe in the future of financial advising, which is why we are dedicated to attracting and developing top-tier financial advisors—ensuring that our clients receive expert guidance now and for years to come.

💬 Have questions or want to learn more? Send us a message—we’re here to help!
📌 Follow us for financial tips, insights, and updates! Securities and investment advisory services offered through Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

🌟 Please join us in welcoming our Summer Intern, Sydney Fox, to the Strellner Financial Group team! 🌟We're excited to ha...
06/01/2026

🌟 Please join us in welcoming our Summer Intern, Sydney Fox, to the Strellner Financial Group team! 🌟

We're excited to have Sydney with us this summer as she learns more about the financial services industry and gains hands-on experience supporting our team.

We believe in investing in the next generation and providing opportunities for young professionals to learn, grow, and explore future career paths.

Fun fact: Sydney is also the daughter of our Partner and Wealth Advisor, Tom Fox, making this opportunity especially meaningful for all of us.

If you stop by the office this summer, be sure to say hello and help us give Sydney a warm welcome! 😊

🔔We have exciting news!🔔

Meet our Summer Intern… Sydney Fox!

We’re so excited to have Sydney in the office this summer as she learns more about what we do and helps support our team.

Fun fact—she’s also Tom’s daughter, which makes this extra special for all of us 💛

If you’re in the office, be sure to say hi!

⚾ What an incredible day at Miracle League! 💙Earlier this month, our advisors Eric Kaestner and Jeff Hilleman had the op...
05/20/2026

⚾ What an incredible day at Miracle League! 💙

Earlier this month, our advisors Eric Kaestner and Jeff Hilleman had the opportunity to volunteer with Miracle League of Linn County — and they absolutely had a blast spending time with these amazing athletes and families.

The Miracle League of Linn County is home to approximately 150 players with special needs who come together to enjoy America’s favorite pastime — baseball. Through the support of volunteers, players get the opportunity to experience the joy of hitting the ball, scoring a run, hearing the crowd cheer, and being part of a team. ❤️

Beyond the game itself, it was inspiring to see the friendship, camaraderie, acceptance, and FUN shared by everyone on and around the field. We’re grateful to have been part of such a rewarding experience and thankful for organizations like Miracle League that make moments like these possible for so many families in our community.

One thing many retirees don’t expect?Spending money can feel different in retirement.Even when finances are stable, it’s...
05/19/2026

One thing many retirees don’t expect?

Spending money can feel different in retirement.

Even when finances are stable, it’s common to second-guess purchases or feel hesitant about spending after years of saving and planning carefully.

That shift is completely normal.

For decades, the focus was often on building savings and preparing for the future. Retirement is the adjustment period where those habits — and mindsets — begin to change.

Learning how to enjoy retirement while still feeling financially confident can take time. 🌅

The early days of retirement often feel like a honeymoon phase.There’s more freedom, fewer responsibilities, and finally...
05/14/2026

The early days of retirement often feel like a honeymoon phase.

There’s more freedom, fewer responsibilities, and finally time to do the things you’ve been putting off.

It’s exciting — and well deserved.

But for many, that initial phase eventually shifts.

The routines change. The novelty wears off. And new questions can start to come up about how to spend time, energy, and even money.

That’s a normal part of the transition.

Retirement isn’t just one moment — it’s a series of adjustments as you settle into what this next chapter really looks like. 🌅

Extended care is one of the biggest unknowns in retirement planning. 🧩Many people assume it won’t be needed — or that it...
05/12/2026

Extended care is one of the biggest unknowns in retirement planning. 🧩

Many people assume it won’t be needed — or that it will be covered — but the reality is often very different.

Costs can vary widely depending on location, level of care, and health needs — and they’ve been rising faster than many expect.

These five insights highlight why extended care can catch people off guard — and why planning ahead matters more than ever.

This Mother’s Day, we’re celebrating the many ways moms support, guide, and plan for the future — often putting others f...
05/10/2026

This Mother’s Day, we’re celebrating the many ways moms support, guide, and plan for the future — often putting others first along the way. 💐

From helping children get started in life to making thoughtful financial decisions for their families, the impact of those choices can last for generations.

It’s a reminder that financial planning isn’t just about numbers — it’s about the people and futures we care about most.

When it comes to financial aid, timing matters more than most people realize. 🎓Here’s something many students and famili...
05/06/2026

When it comes to financial aid, timing matters more than most people realize. 🎓

Here’s something many students and families miss:
When you file the FAFSA for state aid, you’re automatically applying for federal aid too — so there’s no reason to wait.

The catch?
State deadlines are often much earlier than federal ones — sometimes as early as February or March.

And students who file earlier tend to receive more grant funding on average than those who wait.

The bottom line: aim for the earliest deadline on your list — whether that’s your state or your school.

One simple step now can make a big difference later.

There’s a moment early in retirement that catches many people off guard.You wake up… and there’s nowhere you need to be....
05/04/2026

There’s a moment early in retirement that catches many people off guard.

You wake up… and there’s nowhere you need to be.

At first, that quiet feels wonderful — even a little surreal after years of structure and responsibility.

But then the question comes:

“Now what?”

If that feels familiar, you’re not alone.

Retirement isn’t just a change in schedule — it’s a shift in identity, routine, and daily rhythm.

The first week isn’t about having everything figured out.
It’s about beginning to adjust and discovering what this next phase of life looks like for you. 🌅

Money and mental health are more connected than we often realize. 🧠💰Stress about bills, debt, or even just keeping track...
05/01/2026

Money and mental health are more connected than we often realize. 🧠💰

Stress about bills, debt, or even just keeping track of finances can quietly build over time — and affect more than just your bank account.

During Mental Health Awareness Month, it’s a good time to pause and check in with yourself.

Sometimes, even one small step — like reviewing an account balance or setting up an automatic payment — can help bring a sense of clarity and control.

And if things feel overwhelming, remember: you don’t have to navigate it alone. Reaching out to a trusted professional or support resource can make a meaningful difference.

Address

4840 North River Boulevard Suite 100
Cedar Rapids, IA
52411

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3pm

Telephone

+13193936526

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