Randy Kirkpatrick
Randy Kirkpatrick is a registered investment advisor at Stratos Wealth Partners, LTD, based in Clinton, IA, with 9 years of industry experience. Randy 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
1210 19th Ave. NW, Clinton, IA, 52732
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2020Other Business Activities
Randy operates under several DBAs for his LPL business, including First Wealth Financial Group and Stratos Wealth Partners. He also provides investment advisory services through Stratos Wealth Partners, LTD, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
State Registrations14 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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