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David T

CFP®, Series 63

Boulder, CO

Stratos Wealth Partners, Ltd

David Thorne is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with Stratos Wealth Partners, Ltd since 2010 and maintains a concurrent affiliation with LPL Financial dating back to 2009. Thorne also co-trustees a family trust and operates an independent insurance agency specializing in fixed insurance products. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

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