Strategic Wealth Partners, Ltd.

Strategic Wealth Partners, Ltd. (CRD# 148586) is a financial advisory firm headquartered in Independence, OH. They manage $232,500,000 in 1,890 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    1,890
    ACCOUNTS
  • Average Account Value
    $123,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Strategic Wealth Partners, Ltd.
Showing 1 - 10 of 19 top financial advisors.
1
Robert J. Gavlak
CRD#: 5686543
5005 Rockside Road, Suite 1200, Independence, OH 44131
106
Wealthminder
score

Robert Gavlak (CRD# 5686543) is an Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER(TM) working at Strategic Wealth Partners, Ltd. based in Independence, OH and has over 7 years of experience in the finance industry. Bob also runs the office in Columbus, OH as an extension to the main office and operations.

 

A graduate of Case Western Reserve University in Cleveland, OH, Bob loves the challenges of helping his clients navigate the problems in their lives through personal, thoughtful interactions.

 

As a Clevelander born and raised, Bob's midwest roots keep him tied to Cleveland sports teams, the Ohio State Buckeyes, and wrestling. He passes this love onto his family - including his wife and their three children.

 

Bob is also president of the Ohio Chapter of Gift of Adoption, a non-profit put in place to help fund grants to families looking to adopt vulnerable children to give them an opportunity to thrive.

2
David R. Abate
CRD#: 5069849
5005 Rockside Road, Suite 1200, Independence, OH 44131
96
Wealthminder
score

David Abate (CRD# 5069849) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 12 years of experience in the finance industry. David Abate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard A. Ahrens
CRD#: 2569915
5005 Rockside Road, Suite 1200, Independence, OH 44131
96
Wealthminder
score

Richard Ahrens (CRD# 2569915) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 21 years of experience in the finance industry. Richard Ahrens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Andrew W. Ferraro
CRD#: 5028881
5005 Rockside Road, Suite 1200, Independence, OH 44131
96
Wealthminder
score

Andrew Ferraro (CRD# 5028881) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 11 years of experience in the finance industry. Andrew Ferraro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Robert J. Hawkes
CRD#: 2948994
320 Seven Springs Way, Suite 250, Brentwood, TN 37027
96
Wealthminder
score

Robert Hawkes (CRD# 2948994) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Brentwood, TN and has over 19 years of experience in the finance industry. Robert Hawkes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Michael L. Perhne
CRD#: 1997876
5005 Rockside Road, Suite 1200, Independence, OH 44131
96
Wealthminder
score

Michael Perhne (CRD# 1997876) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 28 years of experience in the finance industry. Michael Perhne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Joseph R. Query
CRD#: 4952284
5005 Rockside Road, Suite 1200, Independence, OH 44131
96
Wealthminder
score

Joseph Query (CRD# 4952284) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 12 years of experience in the finance industry. Joseph Query has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Mark M. Tepper
CRD#: 4417859
5005 Rockside Road, Suite 1200, Independence, OH 44131
96
Wealthminder
score

Mark Tepper (CRD# 4417859) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 9 years of experience in the finance industry. Mark Tepper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Nicholai S. Deshmukh
CRD#: 4018165
5005 Rockside Road, Suite 1200, Independence, OH 44131
93
Wealthminder
score

Nicholai Deshmukh (CRD# 4018165) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 7 years of experience in the finance industry.

10
Derek M. Gabrielsen
CRD#: 5993866
5005 Rockside Road, Suite 1200, Independence, OH 44131
93
Wealthminder
score

Derek Gabrielsen (CRD# 5993866) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 6 years of experience in the finance industry.

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