Clinton, IA Office

Team
Updated today

Client AUM

$17,557,955,784

Clients

24,844

Advisors

6

Of 380 advisors across 130 offices

Location

1210 19th Ave. NW

Clinton IA 52732

Advisors at this office

6

Advisors at this office

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Randy K

Series 63, Series 65

Clinton, IA

Stratos Wealth Partners, Ltd

Randy Kirkpatrick is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Stratos Wealth Partners since 2017 and at LPL Financial since 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, serving more than 24,000 clients through a network of about 366 advisors. The firm offers a range of portfolio management and financial planning services, utilizing an open-architecture investment approach that includes both advisor-managed and model-based strategies.

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

Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Michel Stephenitch is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Custom-Pak. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers advisor-managed and model-based portfolios, third-party manager access, and a variety of financial planning and retirement consulting services, operating with an open-architecture investment approach.

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

Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Kelsey Gammon is a financial advisor at Stratos Wealth Partners, Ltd with eight years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Mercy Living Center, Cambridge Investment Research, Inc., and NelsonCorp Wealth Management. She is also a notary public for the state of Iowa. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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

Series 63, Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Andrew Meyers is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Meyers has worked at Stratos Wealth Partners since 2017 and has been affiliated with LPL Financial since 2014. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving more than 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model-based portfolios with an open-architecture approach, integrating multiple external platforms and investment management solutions.

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

Series 63, Series 65

Clinton, IA

Stratos Wealth Partners, Ltd

Carina Bush is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 licenses. She has 22 years of industry experience and has been with Stratos Wealth Partners and LPL Financial since 2014. Bush also operates First Wealth Financial Group, LLP, which she has been associated with since 2012. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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

Joseph M

Series 63, Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Joseph Mills is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2014. Outside of his advisory roles, Mills operates JT Mills, Inc., a business entity for tax and investment purposes. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios across multiple custodians and utilizes affiliated and unaffiliated sub-advisors to implement tailored investment strategies.

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