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Donald William Dietz

Stratos Wealth Partners, Ltd.

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About Donald William Dietz

Donald William Dietz is an investment advisor representative with Stratos Wealth Partners, Ltd. Donald has been in the financial services industry since 2009. Donald has experience in providing investment advice to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Donald holds the Series 7, Series 66, and SIE licenses. Donald is registered with the states of Arkansas, Louisiana, and Texas. Donald is also registered with the Financial Industry Regulatory Authority (FINRA).

Firm Information

Donald Dietz is currently registered with Stratos Wealth Partners, Ltd.. Stratos Wealth Partners, Ltd. is a wealth management firm headquartered in Beachwood, Ohio, with a nationwide presence. They provide financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, insurance companies, and other financial institutions. The firm manages over $12 billion in assets for 37,396 clients.
Stratos Wealth Partners, Ltd.

3750 PARK EAST DR

BEACHWOOD, OH 44122

$12.53B

Assets Under Management

173

Total Clients

285

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Percentage of assets under management with third party managers

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Donald Dietz’s Registration & Firm History

AR

02/25/2016 - Present

Stratos Wealth Partners, Ltd. (CONWAY AR)

AR

09/18/2009 - 04/02/2013

EDWARD JONES (CONWAY AR)

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Licenses & Designations

BOTH

Issued 10/02/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald William Dietz.
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