Tiffin, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$17,557,955,784
ClientsTotal clients
24,844
AdvisorsAdvisors at this office
3
Of 380 advisors across 130 offices
Location
40 East Perry Street
Tiffin OH 44883
Advisors at this office
3
Advisors at this office
Weston R
Series 63
Tiffin, OH
Stratos Wealth Partners, Ltd
Weston Reinbolt is a financial advisor with LPL Financial in Findlay, OH, holding a Series 63 designation and bringing 17 years of industry experience. He has worked with LPL Financial since 2011 and has been affiliated with Stratos Wealth Partners since 2017. Outside of his advisory roles, he owns and operates The Barn At Seneca Hills, an event center with a bar. 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 investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.
Aaron S
Tiffin, OH
Stratos Wealth Partners, Ltd
Aaron Smith is a financial advisor with Stratos Wealth Partners, Ltd, holding 34 years of industry experience. He has worked at Stratos Wealth Partners since 2017 and has longstanding affiliations with LPL Financial and Smith Financial dating back to 1990. He is also involved with the Financial Design Agency of Ohio, an insurance agency he owns. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.
Jack S
Series 66
Tiffin, OH
Stratos Wealth Partners, Ltd
Jack Shultz is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial LLC and Financial Design Agency of Ohio. 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, access to third-party manager programs, and a range of financial planning services utilizing an open-architecture approach.
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