Joseph
Mills

Stratos Wealth Partners, LTD

CRD#5765801
Investment Advisor
in Clinton, IA

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About this Advisor

Joseph Mills is a financial advisor based in Clinton, Iowa, working with Stratos Wealth Partners, LTD. Joseph has previously held positions at New York Life Insurance Company, Nylife Securities LLC, First Wealth Financial Group, Llp, Lpl Financial, LLC, and Stratos Wealth Partners LTD. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois, Iowa, Louisiana, and Texas. Currently, Joseph is part of Stratos Wealth Partners, LTD, which operates out of Clinton, Iowa. The firm has 101 offices and 562 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stratos Wealth Partners, LTD includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1210 19Th Ave. Nw
Clinton, IA 52732

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

IA Average: $2,106,341,625
Total Number of Employees

562

IA Average: 34
Total Number of Accounts

37,396

IA Average: 1,972
Average Account Size

$335,150

IA Average: $1,068,125

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

Joseph Mills Work History

2014 - Present (10 years)

Lpl Financial, LLC

2014 - Present (10 years)

Stratos Wealth Partners LTD

2012 - 2014 (2 years)

First Wealth Financial Group, Llp

2010 - 2014 (4 years)

New York Life Insurance Company

2010 - 2014 (4 years)

Nylife Securities LLC

Disclosures

Please visit the SEC profile of Joseph Mills 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

Mark Ambrose
Bradford Woods, PA
Ashley Graham
Westlake, OH
Heather Schramm
Baton Rouge, LA
Tonette Echols
Scottsdale, AZ
Jeffrey Daniels
Akron, OH
Noah Wiggins
Norfolk, VA
Dante Grenci
Sewickley, PA

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