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Derek Michael Gabrielsen

Strategic Wealth Partners, Ltd.

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About Derek Michael Gabrielsen

Derek Michael Gabrielsen is a Registered Investment Advisor (RIA) associated with Strategic Wealth Partners, Ltd. Derek Gabrielsen has been active in the industry since May 2011. He is licensed in Ohio and Texas and has successfully passed the Uniform Investment Adviser Law Examination (Series 65). He is also a specialist in various areas, including Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals. Strategic Wealth Partners, Ltd. has a strong focus on providing financial advice to high-net-worth individuals and individuals other than high-net-worth. Derek Gabrielsen is a valued member of the firm and contributes to their mission of delivering comprehensive financial guidance.

Firm Information

Derek Gabrielsen is currently registered with Strategic Wealth Partners, Ltd.. Strategic Wealth Partners, Ltd. is an investment advisor based in Independence, OH with approximately $1.08 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, pension consulting, educational seminars, and publication of periodicals. They serve high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.
Strategic Wealth Partners, Ltd.

5005 ROCKSIDE ROAD

INDEPENDENCE, OH 44131-6829

$1.08B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Derek Gabrielsen’s Registration & Firm History

OH

04/04/2016 - Present

Strategic Wealth Partners, Ltd. (INDEPENDENCE OH)

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Licenses & Designations

IA

Issued 10/11/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek Michael Gabrielsen.
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