Strategic Wealth Partners, Ltd.
Strategic Wealth Partners, Ltd. (CRD# 148586) is a financial advisory firm headquartered in Independence, OH. They manage $1,083,606,865 in 3,107 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management1,084MILLION
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Total Number of Accounts3,107ACCOUNTS
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Average Account Value$348,763
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
Matthew Bures (CRD# 6596101) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has 1 year of experience in the finance industry.
Ignacio D'windt (CRD# 6604050) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 6 years of experience in the finance industry.
Nathan Fischer (CRD# 7326451) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has 1 year of experience in the finance industry.
Matthew Geary (CRD# 4811721) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 19 years of experience in the finance industry.
Robert Lambert (CRD# 7534302) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has 1 year of experience in the finance industry.
Lucas Lloyd (CRD# 7220671) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 3 years of experience in the finance industry.