Strategic Wealth Partners, Ltd.

Strategic Wealth Partners, Ltd. (CRD# 148586) is a financial advisory firm headquartered in Independence, OH. They manage $344,300,000 in 669 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    344
    MILLION
  • Total Number of Accounts
    669
    ACCOUNTS
  • Average Account Value
    $514,649
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
  • Educational seminars/workshops
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.

CA, CO, FL, MD, NC, NE, NY, OH, SC, TX

Financial Advisors at Strategic Wealth Partners, Ltd.
Showing 1 - 10 of 15 top financial advisors.
1
David R. Abate
CRD#: 5069849
5005 Rockside Road, Suite 1200, Independence, OH 44131

David Abate (CRD# 5069849) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 14 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.

2
Richard Ahrens
CRD#: 2569915
5005 Rockside Road, Suite 1200, Independence, OH 44131

Richard Ahrens (CRD# 2569915) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 24 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.

3
Peter J. Brunton
CRD#: 6882301
5005 Rockside Road, Suite 1200, Independence, OH 44131

Peter Brunton (CRD# 6882301) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has 1 year of experience in the finance industry.

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

Andrew Ferraro (CRD# 5028881) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 14 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
Nathan A. Forristal-Garcia
CRD#: 5904611
8115 Maple Lawn Blvd., Suite 350, Fulton, Md, MD 20759

Nathan Forristal-Garcia (CRD# 5904611) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Fulton, Md, MD and has over 8 years of experience in the finance industry. Nathan Forristal-Garcia 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
Derek M. Gabrielsen
CRD#: 5993866
5005 Rockside Road, Suite 1200, Independence, OH 44131

Derek Gabrielsen (CRD# 5993866) 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.

7
Robert J. Gavlak
CRD#: 5686543
Independence, OH 44131

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.

8
Douglas A. Harbaugh
CRD#: 5880062
5005 Rockside Road, Suite 1200, Independence, OH 44131

Douglas Harbaugh (CRD# 5880062) 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.

9
Joseph Query
CRD#: 4952284
5005 Rockside Road, Suite 1200, Independence, OH 44131

Joseph Query (CRD# 4952284) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 15 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.

10
Joseph J. Rudnicki
CRD#: 6400376
5005 Rockside Road, Suite 1200, Independence, OH 44131

Joseph Rudnicki (CRD# 6400376) 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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