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Aaron Michael Smith

Advisor at Stratos Wealth Partners, Ltd — Tiffin, OH

Updated today

Credentials

None found

Experience

34 years

Location

Tiffin, OH 44883

Stratos Wealth Partners, Ltd logo

Stratos Wealth Partners, Ltd

Enterprise

Total advisors

379

Across 130 offices

Clients per advisor

66 Typical

Avg AUM per client

$706,728 High

HNW client ratio

17% Typical

About

Aaron Smith is a financial advisor with Stratos Wealth Partners, Ltd in Tiffin, Ohio, holding 34 years of industry experience. He has been with Stratos Wealth Partners since 2017 and has a long career including roles at LPL Financial and ownership of Financial Design Agency of Ohio. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Client services

Based on Stratos Wealth Partners, Ltd

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Stratos Wealth Partners, Ltd

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy

Occupation focus

Based on Stratos Wealth Partners, Ltd

Executive Founder/Business Owner Retired Financial Professional

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Fee options

Fixed

Flat fees available for financial plans with engagement terminating on delivery; max flat fee asset management up to 2.0%.

Percentage

$0 - $10,000: Not explicitly stated (minimum account size $10,000, in certain cases lower) $10,000+: Maximum annual advisory fee is 2.0% for Strategic Wealth Management and other advisor-managed non-wrap accounts $5,000+: Minimum account for LPL's Guided Wealth Portfolios (GWP) Managed Service $10,000+: Minimum account for LPL's Optimum Market Portfolios (OMP) Program $25,000+: Minimum account for LPL's Model Wealth Portfolios Program (MWP); fee up to 2.83% $100,000+: Minimum account for LPL's Manager Access Select (MAS)/Managed Access Network (MAN) Program $250,000+: Minimum account for LPL's Personal Wealth Portfolios Program (PWP)

Commissions

IARs registered representatives of LPL may earn commissions on securities and insurance products; commissions vary.

Project-based

Hourly consulting fees typically range up to $500 per hour, may be higher in some cases.

Subscriptions

Subscription financial planning fees negotiated between IAR and client on a recurring monthly or quarterly basis.

Other

Account minimum: $10,000 Minimum fee: Financial Planning/Consulting Fees are negotiable; hourly fees typically up to $500 per hour; subscription fees negotiated between IAR and client. Fee-only: Negotiable financial planning and consulting fees; hourly up to $500/hour; subscription financial planning fees negotiated.

Location

See office

Tiffin, OH

40 East Perry Street

Tiffin OH 44883

Advisors at this office

3

Most active in

Louisiana · Ohio · Texas

Work history

34 years of industry experience

Stratos Wealth Partners, LTD

2017 - Present • 9 years

Fostoria, OH

Lpl Financial, Llc

1998 - Present • 28 years

Fostoria, OH

Smith Financial

1990 - Present • 36 years

Fostoria, OH

Financial Design Agency Of Ohio

1990 - Present • 36 years

Fostoria, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kevin D

Series 63

Tiffin, OH

Stonex Advisors Inc.

Kevin Dick is a financial advisor with StoneX Advisors Inc. in Tiffin, Ohio, holding a Series 63 designation and 28 years of industry experience. He has worked at StoneX Advisors Inc. since 2015 and previously at Wrp Investments, Inc. from 2002 to 2015. Outside of advisory work, he is involved in tractor pulling as a hobby activity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and managers, offering diverse account structures and model-based investment strategies.

ESG / Sustainable investing
user avatar

Dylan D

Series 63, Series 65

Fostoria, OH

Stratos Wealth Partners, Ltd

Dylan De Witt is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked with firms including LPL Financial and Financial Design Agency of Ohio. His background also includes roles in hospitality and university settings. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, model portfolios, and retirement consulting through a large network of investment adviser representatives. The firm’s approach combines individualized asset allocation, active monitoring, and access to proprietary and third-party strategies across multiple platforms and custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Weston R

Series 63

Tiffin, OH

Stratos Wealth Partners, Ltd

Weston Reinbolt is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 17 years of industry experience. He has worked at Stratos Wealth Partners since 2017 and previously at LPL Financial and New England Securities. Outside of advisory work, he owns and operates an event center with a bar called The Barn At Seneca Hills in Tiffin, Ohio. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering financial planning, advisor-managed programs, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with both proprietary and third-party investment strategies, operating through a large network of investment adviser representatives across multiple custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Jacob C

Series 66

Fostoria, OH

FIFTH THIRD SECURITIES, Inc.

Jacob Cordonnier is a financial advisor with Fifth Third Securities, Inc. in Toledo, Ohio, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2025, he worked at The Huntington Investment Company and Huntington National Bank from 2012 to 2025. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar

Mark D

Series 66

Fostoria, OH

Empower Advisory Group

Mark Dunfee is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones from 2014 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Jamie V

Series 63, Series 65

Tiffin, OH

FIFTH THIRD SECURITIES, Inc.

Jamie Vazquez is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2020, as well as Fifth Third Bank since 2015. Outside of his advisory role, Vazquez owns and operates Jamie Coy Photography in Gibsonburg, OH. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a layered supervisory structure.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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