Stratford Consulting, LLC

Stratford Consulting, LLC (CRD# 144009) is a financial advisory firm headquartered in Addison, TX. They manage $446,988,723 in 633 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    447
    MILLION
  • Total Number of Accounts
    633
    ACCOUNTS
  • Average Account Value
    $706,143
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

LA, OK, TX

Financial Advisors at Stratford Consulting, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jason A. Gower
CRD#: 4671694
15303 Dallas Parkway, Suite 460, Addison, TX 75001
96
Wealthminder
score

Jason Gower (CRD# 4671694) is an Investment Advisor Representative working at Stratford Consulting, LLC in Addison, TX and has over 14 years of experience in the finance industry. Jason Gower 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
John M. Hemp
CRD#: 242585
15303 Dallas Parkway, Suite 460, Addison, TX 75001
96
Wealthminder
score

John Hemp (CRD# 242585) is an Investment Advisor Representative working at Stratford Consulting, LLC in Addison, TX and has over 34 years of experience in the finance industry.

3
Amanda L. Lott
CRD#: 5345054
15303 Dallas Parkway, Suite 460, Addison, TX 75001
96
Wealthminder
score

Amanda Lott (CRD# 5345054) is an Investment Advisor Representative working at Stratford Consulting, LLC in Addison, TX and has over 8 years of experience in the finance industry. Amanda Lott 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
Susan G. Schildt
CRD#: 2360117
15303 Dallas Parkway, Suite 460, Addison, TX 75001
96
Wealthminder
score

Susan Schildt (CRD# 2360117) is an Investment Advisor Representative working at Stratford Consulting, LLC in Addison, TX and has over 24 years of experience in the finance industry. Susan Schildt 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
Anastasia C. Maston
CRD#: 6551088
15303 Dallas Parkway, Suite 460, Addison, TX 75001
89
Wealthminder
score

Anastasia Maston (CRD# 6551088) is an Investment Advisor Representative working at Stratford Consulting, LLC in Addison, TX and has over 2 years of experience in the finance industry.

6
Kolleen L. Freudiger
CRD#: 4837148
15303 Dallas Parkway, Suite 460, Addison, TX 75001
84
Wealthminder
score

Kolleen Freudiger (CRD# 4837148) is an Investment Advisor Representative working at Stratford Consulting, LLC in Addison, TX and has over 13 years of experience in the finance industry. Kolleen Freudiger 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.

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