BB
Brad Baumgartner
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Work Experience
N/A
May 2012 - Present · 12 years and 7 months
Cooper City Police Officers Pension Fund
N/A
2005 - 2015 · 10 years
Valic
N/A
Jul 1999 - May 2012 · 12 years and 10 months
Company Details
501-1000 Employees
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 75 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. For a list of states in which we are registered to do business, please visit www.stratoswealth.com
Year Founded
2008
Social Media
Linkedin
Industry
Financial Services
HQ Location
Beachwood, OH 44122, US
Keywords
Financial PlanningRetirement Planningand Wealth ManagementWealth Management
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