Gary, Hannah
Stratos Wealth Partners
291 North Cleveland Massillon RoadSuite 100
Akron, OH 44333
3306642273
About Stratos Wealth Partners
We believe Stratos Wealth Partners offers our clients a clear advantage. By bringing the resources of a national firm to the local level, we enable our advisors to take full advantage of our organizational depth of knowledge, research, talent, and expertise to serve a broader spectrum of client needs. Through innovative thinking, insightful guidance and practical advice your advisor has access to vast resources in developing the custom strategies you seek and the unparalleled service you require.
See Disclosures
General Information
Firm Start Year
automated call
Yes
CRD#
5614233
Firm CRD#
153184
Insurance License#
787332
States Licensed in
Ohio, West Virginia, South Carolina, New York, Texas
Years of Experience in Financial Services
16
Number of Years with Current Firm
1
Work Experience
Gary was a National Sales Manager of a Privately owned Specialty Paint Manufacturer for 18 years when he found out it was going to be sold and he couldn't develop a way to buy it from the previous owners. Rather than stay in the paint business, he decided to join Merrill Lynch in an executive training program to become a broker. In December of 2008, Merrill Lynch sold off their Brokerage business and Gary was laid off since he was still in training. He obtained his licenses and started working for Thrivent Financial in spring of 2009. After 3 years, he joined New England Securities to enable him to offer all insurance and brokerage products rather than proprietary Thrivent insurance and annuity products. From 2011 to 2018 Gary worked for the same firm which changed clearing companies 3 times in 4 years. The names changed from New England Securities, to Metlife Premier Client Group to Mass Mutual. Mass Mutual was very insurance focused and Gary wanted to work for a Fiduciary Investment Advisory firm. He went to Peak Wealth Solutions in 2018. He acquired his CERTIFIED FINANCIAL PLANNER™ designation and managed over 70 Million in assets. Gary became remarried and had a child. In 2024, Gary joined Stratos Wealth Partners to work with a team , existing clients and support markets close to his home.
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
English
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Health, Annuity, Life, HMO, Variable Annuity, Disability, Variable Life, Long Term Care
Firm Information
Advisor's Number of Clients
100+
Advisor's Number of Managed Clients
100+
Advisor's Number of Planning Clients
100+
Assets Managed by Advisor
25 Million +
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Flat Fee, Based on Assets, Commissions
Fee % Based on Assets
variable
Additional Details on Charges
Variable Fee schedule ranging from 1.5% to .65% based on assets under management. This would be provided in our initial meeting
A Financial plan can be provided based on the scope of work desired if there will be no assets under management. An initial discussion would take place, a scope of business would be defined and a quote would be provided.
Minimum Fee Charged for Hourly Planning Accounts
$500
Education
Bachelors of Business Administration - Industrial Marketing
University of Akron
09/03/1979 -12/16/1983
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892711/financialplanners-Stratos-Wealth-Partners-detailed-disclosure.html