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Ian S
Series 63, Series 66
Sarasota, FL
Starkel Wealth Advisors, LLC
Ian Starkel is a financial advisor with Starkel Wealth Advisors, LLC, an independent firm based in Springfield, MO. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including roles at Fidelity Brokerage Services, TD Ameritrade, and Wells Fargo Advisors. Starkel Wealth Advisors LLC provides wealth management, financial planning, and discretionary portfolio management to individuals, trusts, estates, and businesses. The firm employs fundamental analysis and a long-term strategic asset-allocation approach, while maintaining flexibility for rebalancing and tactical trades, serving a client base that notably includes corporate and business clients in addition to individuals.
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