Strategic Wealth Partners, Ltd.

Strategic Wealth Partners, Ltd. (CRD# 148586) is a financial advisory firm headquartered in Independence, OH. They manage $1,083,606,865 in 3,107 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
5005 Rockside Road, Suite 1200, Independence, OH 44131
https://www.swpconnect.com
By the Numbers
  • Total Assets Under Management
    1,084
    MILLION
  • Total Number of Accounts
    3,107
    ACCOUNTS
  • Average Account Value
    $348,763
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at Strategic Wealth Partners, Ltd.
Showing 11 - 16 of 16 top financial advisors.
11
Matthew Bures, financial advisor Independence OH
Matthew A. Bures
CRD#: 6596101
5005 Rockside Road, Suite 1200, Independence, OH 44131

Matthew Bures (CRD# 6596101) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has 1 year of experience in the finance industry.

12
Ignacio D'windt, financial advisor Independence OH
Ignacio D'windt
CRD#: 6604050
5005 Rockside Road, Suite 1200, Independence, OH 44131

Ignacio D'windt (CRD# 6604050) 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.

13
Nathan Fischer, financial advisor Independence OH
Nathan M. Fischer
CRD#: 7326451
5005 Rockside Road, Suite 1200, Independence, OH 44131

Nathan Fischer (CRD# 7326451) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has 1 year of experience in the finance industry.

14
Matthew Geary, financial advisor Independence OH
Matthew H. Geary
CRD#: 4811721
5005 Rockside Road, Suite 1200, Independence, OH 44131

Matthew Geary (CRD# 4811721) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 19 years of experience in the finance industry.

15
Robert Lambert, financial advisor Independence OH
Robert J. Lambert
CRD#: 7534302
5005 Rockside Road, Suite 1200, Independence, OH 44131

Robert Lambert (CRD# 7534302) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has 1 year of experience in the finance industry.

16
Lucas Lloyd, financial advisor Independence OH
Lucas C. Lloyd
CRD#: 7220671
5005 Rockside Road, Suite 1200, Independence, OH 44131

Lucas Lloyd (CRD# 7220671) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 3 years of experience in the finance industry.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals