Randy
Kirkpatrick

Stratos Wealth Partners, LTD

CRD#6680672
Investment Advisor
in Clinton, IA

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About this Advisor

Randy Kirkpatrick is a financial advisor operating out of Clinton, Iowa with 6 years of relevant experience. Kirkpatrick is an employee of Stratos Wealth Partners, LTD. Their career trajectory has included roles at Cintas Corporation, Lpl Financial LLC and Stratos Wealth Partners, LTD. Kirkpatrick maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Iowa, Louisiana and Texas. Stratos Wealth Partners, LTD is a registered investment business that has its headquarters in Beachwood, OH. It has offices in 101 locations and a total of 525 people on staff. It administers $10 billion in assets under management between its 33,863 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 82 charities and foundations. Of its 33,863 client accounts, just 5% are held by high-net-worth clients who have greater than $1 million in investable assets. The business performs a number of services, including 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. A financial advisor's fees vary depending on the type of services offered. However, fees billed by Stratos Wealth Partners, LTD likely consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

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

$10,316,254,814

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

525

IA Average: 34
Total Number of Accounts

33,863

IA Average: 1,972
Average Account Size

$304,647

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

Randy Kirkpatrick Work History

Randy has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Stratos Wealth Partners, LTD

2016 - Present (8 years)

Lpl Financial LLC

2004 - 2016 (12 years)

Cintas Corporation

*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 Randy Kirkpatrick 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

Daniel Scharlach
Angola, IN
Luis Camacho
Beachwood, OH
Michael Karder
Hudson, OH
Philip Garrett
Metairie, LA
Terrence Mckelvey
Beverly Hills, CA
Elaine Gennawey
Irvine, CA
Donald Dietz
Conway, AR
Matthew Oliver
Dalton, GA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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