Donald
Dietz
Stratos Wealth Partners, LTD
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About this Advisor
Donald Dietz is a financial advisor operating in Conway, Arkansas who has 10 years of relevant experience. Dietz is an advisor for Stratos Wealth Partners, LTD. Over the course of their career, they have held roles at Lpl Financial, LLC and Stratos Wealth Partners, LTD. Dietz holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arkansas, Louisiana and Texas. Stratos Wealth Partners, LTD is a business that has its headquarters in Beachwood, OH. The investment advisory business has offices in 101 locations and a total of 525 employees. It handles $10 billion in assets across its 33,863 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 82 charities and foundations. Of its 33,863 customer accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually vary depending on the financial services. However, fees billed by Stratos Wealth Partners, LTD most likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Partners, LTD Brokerage Details
$10,316,254,814
525
33,863
$304,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Donald Dietz Work History
Donald has been registered as a financial advisor for 10 years.*
Lpl Financial, LLC
Stratos Wealth Partners, LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Dietz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stratos Wealth Partners, LTD
Conway, AR
Dalton, GA
Hudson, OH
Irvine, CA
Metairie, LA
Millis, MA
Angola, IN
Beverly Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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