Hannah Swigert
Hannah Swigert is a registered investment advisor at Stratos Wealth Partners, LTD, based in Centerville, OH, with 17 years of industry experience. Hannah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.
Fee Estimator
Location
60 S Main Street, Centerville, OH, 45458
Get directionsHistory
Regulatory History (1)
Criminal
November 1994Other Business ActivitiesSells Insurance
Hannah is involved with Columbia Financial, Inc. as a DBA for LPL business and handles non-variable insurance trails. She also dedicates minimal time as an agent selling fixed insurance and is a member of JKS Capital LLC, managing real estate rentals, and is an IAR for Stratos Wealth Partners, LTD.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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