Le Lézard
Classified in: Business
Subjects: PER, CXP

Stratos Wealth Partners Welcomes Financial Wellness Partners


BEACHWOOD, Ohio, Oct. 9, 2018 /PRNewswire/ -- Stratos Wealth Partners, a Stratos Wealth Network company, is pleased to welcome Brent Teague, Managing Partner and Founder of Financial Wellness Partners, to their network of companies.

Based in Beachwood, OH, Financial Wellness Partners works with employers, employees, and individuals to put together comprehensive plans to help them best allocate their financial resources and better understand the benefits that are available to them. 

"As my firm has grown, I felt that aligning with a more progressive and advanced firm like Stratos would greatly enhance our ability to service our clients," said Teague, Founder and Managing Partner. "Stratos provides our practice with advanced tools, technology, operational support and research. This strategic partnership allows us to leverage their resources and will greatly enhance our ability to provide outstanding service for years to come."

"The team at Stratos is excited to welcome Financial Wellness Partners," said Jeff Concepcion, CEO and Founder, Stratos Wealth Partners. "We're confident that our new partnership gives Brent and his firm the ability to focus on what is most important to them: their clients. We look forward to supporting their continued success."

About Stratos Wealth Network
Stratos Wealth Network is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures. Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Management, Stratos Wealth Alliance, Stratos Wealth Enterprises, and Fundamentum. Stratos includes a national network of 284 experienced financial advisors and financial planning practitioners working across 87 offices throughout the country.

Stratos provides custodial services through Fidelity Investments, Charles Schwab, TD Ameritrade, and LPL Financial. Investment advice offered through Stratos Wealth Partners, a registered investment adviser. 

Stratos Wealth Partners, an SEC Registered Investment Advisor, manages over $5.89 billion in advisory assets as of June 30, 2018.

In addition, the advisors at Stratos Wealth Partners are also registered with LPL Financial and service $5.6 billion in brokerage assets. Securities offered through LPL Financial, member FINRA/SIPC. All entities are separate and not affiliated with LPL Financial.

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $368 million in advisory assets as of June 30, 2018.

Fundamentum, LLC, an SEC Registered Investment Advisor, manages over $236 million in advisory assets as of June 30, 2018.

Media Contact:

Kevin Elvington
(440) 505-5608
[email protected] 
stratoswealthpartners.com

 

SOURCE Stratos Wealth Partners


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