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
Tiffin, OH 44883
Credentials
Series 66
Industry experience
1 year
Jack Shultz is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 credential and one year of industry experience. He has worked at LPL Financial and Financial Design Agency of Ohio, among other roles. Outside of his advisory work, he is involved with F&S Investors of Ohio. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.
Based on Stratos Wealth Partners, Ltd
Based on Stratos Wealth Partners, Ltd
Flat fees for financial planning; maximum flat fee for asset management no more than 2.0% of assets under management
$0+: up to 2.0% annually for SWM and advisor-managed non-wrap accounts $5,000+: minimum account size for GWP Managed Service $10,000+: minimum account size for SWM and other advisor-managed non-wrap accounts $10,000+: minimum account size for OMP program $25,000+: minimum account size for MWP program portfolios $100,000+: minimum account size for MAS/MAN program $250,000+: minimum account size for PWP and Envestnet UMA $0+: LPL advisory programs maximum fees vary: Manager Access Select 3.0%, OMP 2.5%, PWP 2.5%, MWP 2.83%, SMS 1.20%, GWP 1.35%
IARs may earn commissions for securities or insurance products sold through LPL Financial (not advisory accounts)
Hourly consulting fees typically up to $500 per hour, negotiable
Subscription financial planning fees negotiated between IAR and client on monthly or quarterly basis
Account minimum: $10,000 Fee-only: Financial Planning/Consulting fees are negotiable; hourly fees typically up to $500/hour; subscription fees negotiated between IAR and client
40 East Perry Street
Tiffin, OH 44883
Ohio · Texas
LPL Financial
2024 - Present (2 years)
Financial Design Agency of Ohio
2023 - 2023 (1 year)
Honey Creek Homes
2022 - 2022 (1 year)
Financial Design Agency of Ohio
2022 - 2022 (1 year)
The Ohio State University
2021 - 2024 (3 years)
Calvert High School and Calvert Middle School
2014 - 2021 (7 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.
Series 63, Series 65
Fostoria, OH
Stratos Wealth Partners, Ltd
Series 63
Tiffin, OH
Stratos Wealth Partners, Ltd
Series 66
Fostoria, OH
FIFTH THIRD SECURITIES, Inc.
Series 63, Series 65
Tiffin, OH
FIFTH THIRD SECURITIES, Inc.
Series 63, Series 65
Fostoria, OH
Stratos Wealth Partners, Ltd
Series 63, Series 65
Fostoria, OH
Stratos Wealth Partners, Ltd
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