Advisor at Stratos Wealth Partners, Ltd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stratos Wealth Partners, Ltd
Location
Sedona, AZ 86351
Credentials
Series 63, Series 65
Industry experience
16 years
Dawna Westberg Welch is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at J.P. Morgan Securities and LPL Financial, alongside operating Wilderness Family Tree And Lawn Service, a family business. She is also involved in Virtual Ventures LLC, a business entity used for tax and investment purposes. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts, supporting both advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.
Based on Stratos Wealth Partners, Ltd
Based on Stratos Wealth Partners, Ltd
Financial plans for a flat fee; specific amounts vary and are negotiated, not clearly stated
Hourly consulting services offered; specific rates are negotiated between the IAR and client but no fixed amount stated
Subscription financial planning services with recurring fees negotiated between the IAR and client
Account minimum: $5,000
60 Bell Rock Plaza
Sedona, AZ 86351
Arizona · Louisiana · Texas
Stratos Wealth Partners, Ltd
2016 - Present (10 years)
LPL Financial, llc
2016 - Present (10 years)
Wilderness Family Tree And Lawn Service, Llc
2011 - Present (15 years)
Virtual Ventures Llc
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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