Robert
Heksch

Stratos Wealth Partners, LTD

CRD#1939816
Investment Advisor
in Beachwood, OH

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About this Advisor

Robert Heksch is a certified financial planner working in Beachwood, Ohio with 13 years of industry experience. Heksch is on the advisory team at Stratos Wealth Partners, LTD. During their career, Heksch has held roles at Lpl Financial, LLC and Stratos Wealth Partners, LTD. Heksch has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in Louisiana, Ohio 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 oversees $10 billion in assets between its 33,863 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 82 charitable organizations. Of its 33,863 customer accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in assets. The firm offers 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. Fees for financial management typically depend on the financial services. Fee types charged by Stratos Wealth Partners, LTD can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 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

3750 Park East Dr Ste 200
Beachwood, OH 44122

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$10,316,254,814

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

525

OH Average: 34
Total Number of Accounts

33,863

OH Average: 1,972
Average Account Size

$304,647

OH 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

Robert Heksch Work History

Robert has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Stratos Wealth Partners, LTD

2009 - Present (15 years)

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 Robert 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

Michael Karder
Hudson, OH
Matthew Oliver
Dalton, GA
Luis Camacho
Beachwood, OH
Jessica Lucius
Fostoria, OH
Elaine Gennawey
Irvine, CA
Donald Dietz
Conway, AR
Terrence Mckelvey
Beverly Hills, CA
Jesse Brady
Millis, MA

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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