William Weimer, financial advisor Columbus OH
93 score

William Weimer

CRD Number: 1437439
Current Firm: Stratos Wealth Partners, Ltd

William Weimer (CRD# 1437439) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Columbus, OH and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Partners, Ltd Columbus, OH Jun 2012 - Current 4
Lpl Financial Columbus, OH May 2012 - Current 4
Morgan Stanley Smith Barney Columbus, OH Jun 2009 - May 2012 2
Citigroup Global Markets Inc. Columbus, OH Feb 2006 - May 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Mar 1993
Contact Info for William B. Weimer
Phone Number: 440-519-2500
Registered State(s):
  • LA
  • TX
  • OH
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,439
    ACCOUNTS
  • Average Account Value
    $188,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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