Ryan
Dobroka
Strategic Wealth Partners, LTD
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About this Advisor
Ryan Dobroka is a certified financial planner and chartered financial consultant who works out of Independence, Ohio with 1 year of relevant experience. Dobroka currently works for Strategic Wealth Partners, LTD. Over the course of their career, Dobroka has held roles at National General Insurance, Jpmorgan Chase3, Huntington Bank, Elios Financial Group Inc, Lpl Financial LLC, Private Client Services and Strategic Wealth Partners, LTD. Dobroka has a Series 63 license, which qualifies them as a securities representative, and is registered to serve investors in Ohio. Strategic Wealth Partners, LTD is a business that has its headquarters in Independence, OH. The company has offices in eight locations and a total of 20 employees. It controls $796 million in total assets across its 2,393 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 2,393 accounts, 54% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on which service is offered. Fees charged by Strategic Wealth Partners, LTD can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Wealth Partners, LTD Brokerage Details
$795,833,306
20
2,393
$332,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Ryan Dobroka Work History
Ryan has been registered as a financial advisor for 1 years.*
Strategic Wealth Partners, LTD
Private Client Services
Lpl Financial LLC
National General Insurance
Elios Financial Group Inc
Jpmorgan Chase3
Huntington Bank
*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 Ryan Dobroka 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 Strategic Wealth Partners, LTD
Independence, OH
Fulton, MD
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, 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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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.
