Financial ADVSR advisor directory · SEC adviser records
Stratos Wealth Partners, Ltd. financial advisors in Bend, OR
Every SEC-registered investment adviser representative at a Stratos Wealth Partners, Ltd. office in Bend, A to Z.
The short answer
5 registered advisors work at Stratos Wealth Partners, Ltd. in Bend, out of 354 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Stratos Wealth Partners, Ltd. advisors in Bend, A to Z
Every Stratos Wealth Partners, Ltd. advisor →- Tyler E. MackesonInvestment adviser rep
- Eric E. MakiInvestment adviser rep
- Karissa OlaldeInvestment adviser rep
- Gina M. PattersonCertified Financial Planner
- Kai RobinsonInvestment adviser rep
Stratos Wealth Partners, Ltd. advisors in every city and state →Stratos Wealth Partners, Ltd.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Stratos Wealth Partners, Ltd. advisors in other cities
Beachwood, OH 45San Diego, CA 24Sewickley, PA 17Scottsdale, AZ 15Gulfport, MS 12Columbus, OH 10Holladay, UT 10Akron, OH 9Metairie, LA 9Prescott, AZ 9Chagrin Falls, OH 8Irvine, CA 8Redwood City, CA 8Hudson, OH 6Baton Rouge, LA 5
Other firms in Bend
All Bend advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 19RBC Capital Markets, LLC 18LPL Financial LLC 17Raymond James Financial Services Advisors, Inc. 16Morgan Stanley 14Edward Jones 13D.A. Davidson & Co. 9Osaic Wealth, Inc. 8Cetera Investment Advisers LLC 5Raymond James & Associates, Inc. 5State Farm Investment Management Corp. 5Stifel, Nicolaus & Company, Incorporated 5
Questions
How many financial advisors does Stratos Wealth Partners, Ltd. have in Bend?
5 investment adviser representatives are registered at Stratos Wealth Partners, Ltd. offices in Bend, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 354 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Stratos Wealth Partners, Ltd. one of the largest advisor employers in Bend?
Stratos Wealth Partners, Ltd. ranks number 13 in Bend by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.
How do I check a Stratos Wealth Partners, Ltd. advisor in Bend?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Stratos Wealth Partners, Ltd. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.