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Travis Tiell

Advisor at Stratos Wealth Partners, Ltd

Updated today

Location

Fostoria, OH 44830

Credentials

Series 63, Series 65

Industry experience

13 years

About

Travis Tiell is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with firms including LPL Financial, Woodbury Financial Services, and SII Investments. Tiell also owns a tax preparation and accounting business. Stratos Wealth Partners serves a diverse client base ranging from individual investors to institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture Strategic Wealth Management platform. The firm emphasizes active monitoring and diversified asset allocation using both affiliated and unaffiliated sub-advisors.

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 Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Occupation focus

Based on Stratos Wealth Partners, Ltd

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning services; IAR-negotiated and client agreed prior to services.

Percentage

$0+: up to 2.0% annually (maximum annual advisory fee for SWM and other advisor-managed non-wrap accounts) $5,000+: minimum account value required to enroll in GWP Managed Service (an LPL Financial sponsored advisory program) $10,000+: minimum account value required for SWM and advisor-managed non-wrap accounts $10,000+: minimum account size for LPL Financial Optimum Market Portfolios (OMP) program $25,000+: minimum account size for LPL Financial Model Wealth Portfolios (MWP) program $100,000+: minimum account size for LPL Financial Manager Access Select (MAS)/Managed Access Network (MAN) Program $250,000+: minimum account size for LPL Financial Personal Wealth Portfolios Program (PWP) $250,000+: minimum investment for Envestnet ONE Unified Managed Account (UMA)

Commissions

Certain IARs are registered representatives of LPL Financial and may earn commissions for securities and insurance products sold outside advisory accounts.

Project-based

Hourly consulting services typically up to $500 per hour; fees negotiated by IARs.

Subscriptions

Subscription financial planning services with recurring negotiated fees on monthly or quarterly basis, possibly with onboarding fees.

Other

Account minimum: $10,000 Fee-only: Financial Planning/Consulting fees are negotiable; hourly fees typically up to $500 per hour, flat fees, subscription fees negotiable by IARs, with onboarding fees possible for subscription services.

Location

893 N Countyline Street

Fostoria, OH 44830

Most active in

Ohio · Texas

Work history

Stratos Wealth Partners, Ltd

2020 - Present (6 years)

LPL Financial

2020 - Present (6 years)

Unemployed

2020 - 2020 (1 year)

Tiell Tax Service

2019 - 2020 (1 year)

Woodbury Financial Services inc

2017 - 2019 (2 years)

SII Investments

2011 - 2017 (6 years)

Tiell Financial Group

2011 - 2019 (8 years)

Disclosures

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

Business activities & affiliations

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Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Series 65

Findlay, OH

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Bradley Tonjes is a financial advisor at Tonjes Financial Group with a Series 65 credential and no prior industry experience. Before joining Tonjes Financial Group in 2025, he worked at Owens Corning and has experience in administrative roles including at H&K Financial. Outside of advising, he owns and operates a residential real estate investment and leasing business. Tonjes Financial Group is a fee-only, fiduciary advisory firm serving individuals, families, and business owners. The firm uses model portfolios, tax-sensitive allocation, and both discretionary and non-discretionary management, supported by a third-party turnkey asset management platform and an affiliated tax and accounting practice.

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Dual Income Family
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Ryan G

CFP®, Series 63, Series 65

Findlay, OH

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Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Scott H

CFP®, Series 63, Series 65

Findlay, OH

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Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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