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William W

Series 63, Series 65

Lancaster, OH

Stratos Wealth Partners, Ltd

William Weimer is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Stratos Wealth Partners since 2012, with additional affiliation at LPL Financial since 2012. Weimer also operates a custom investment strategy business under a DBA. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets for over 24,000 clients. The firm provides advisor-managed portfolios, model portfolios, third-party manager access, and a variety of financial planning services, utilizing an open-architecture approach that integrates multiple external platforms and tools.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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