Kyle
Heksch
Stratos Wealth Partners, LTD
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About this Advisor
Kyle Heksch is a financial advisor who works out of Beachwood, Ohio, with a total of 8 years of relevant experience. Heksch works at Stratos Wealth Partners, LTD. The advisor has gained experience at Stratos Wealth Partners, LTD and Lpl Financial, LLC. Heksch maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Louisiana, Ohio and Texas. Stratos Wealth Partners, LTD is a registered investment firm based out of Beachwood, OH. The firm has offices in 101 locations and a total of 525 financial advisors. It controls $10 billion in assets among its 33,863 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 82 charitable organizations. Of its 33,863 customer accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets. Stratos Wealth Partners, LTD offers a wide range 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 management fee schedules typically depend on which services the firm provides the client. Fees charged by Stratos Wealth Partners, LTD can 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
Kyle Heksch Work History
Kyle has been registered as a financial advisor for 8 years.*
Stratos Wealth Partners, LTD
Lpl Financial, LLC
*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 Kyle Heksch 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
Irvine, CA
Millis, MA
Fostoria, OH
Metairie, LA
Westlake, OH
Beachwood, OH
Angola, IN
Hudson, OH
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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