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Bryce W

Series 66

Marshalltown, IA

Stratos Wealth Partners, Ltd

Bryce Williams is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Shazam. Williams currently operates in Marshalltown, Iowa. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory services through an open-architecture model that integrates multiple third-party platforms and managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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