Powell, OH Office

Team
Updated today

Client AUM

$17,557,955,784

Clients

24,844

Advisors

5

Of 378 advisors across 129 offices

Location

9999 Brewster Lane, Suite 101

Powell OH 43065

Advisors at this office

5

Advisors at this office

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Teresa O

Series 63, Series 65

Powell, OH

Stratos Wealth Partners, Ltd

Teresa Owsley is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Stratos Wealth Partners since 2015 and has also worked with LPL Financial since 2012. Stratos Wealth Partners provides advisory services to a diverse clientele, including individual investors, trusts, charitable organizations, corporations, and institutional clients, using an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios. The firm emphasizes active monitoring and asset allocation across multiple custodians and offers a range of affiliated and third-party advisory solutions.

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

Series 63, Series 65

Powell, OH

Stratos Wealth Partners, Ltd

Susan Robenalt is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with LPL Financial and Stratos Wealth Partners since 2010. Robenalt also engages in non-variable insurance activities through Vanbridge. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

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

Series 63, Series 65

Powell, OH

Stratos Wealth Partners, Ltd

M Will is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2011. 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 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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Robert H

Series 63, Series 65

Powell, OH

Stratos Wealth Partners, Ltd

Robert Hays is a financial advisor at Stratos Wealth Partners, Ltd with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America, N.A. for nine years. He is also a commissioned notary in the State of Ohio. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios.

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

Shawn V

Series 63, Series 65

Powell, OH

Stratos Wealth Partners, Ltd

Shawn Vance is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2016. Outside of advisory work, he is a business owner of SDV Transport Inc, which provides FedEx home delivery and ground services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, third-party manager programs, financial planning services, and retirement plan consulting through an open-architecture platform integrating multiple external tools and providers.

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