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Frank William Van kirk

Stratos Wealth Partners, Ltd.

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About Frank William Van kirk

Frank William Van Kirk is a financial advisor at Stratos Wealth Partners, Ltd. Frank Van Kirk has been in the financial services industry since 1981. Frank Van Kirk is registered with the following securities authorities: Louisiana, Mississippi, and Texas. Frank Van Kirk is also registered as an investment advisor in Louisiana, Mississippi, and Texas. Frank Van Kirk has a Series 3, Series 7, Series 9, Series 10, Series 63 and Series 65 licenses. Frank Van Kirk provides financial planning, portfolio management, and pension consulting services. Frank Van Kirk also provides investment advisory services through Stratos Wealth Partners LTD. Frank Van Kirk has been a financial advisor with LPL Financial LLC since May 2014.

Firm Information

Frank Van kirk 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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Frank Van kirk’s Registration & Firm History

MS

05/29/2014 - Present

Stratos Wealth Partners, Ltd. (GULFPORT MS)

MS

08/14/2009 - 06/18/2014

STIFEL, NICOLAUS & COMPANY, INCORPORATED (GULFPORT MS)

MS

08/14/2000 - 08/14/2009

UBS FINANCIAL SERVICES INC. (GULFPORT MS)

NY

03/09/2000 - 08/14/2000

J.C. BRADFORD & CO. (NEW YORK NY)

MO

09/24/1986 - 03/10/2000

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NA

01/19/1981 - 10/10/1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 11/25/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/25/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2001

Series 3 - National Commodity Futures Examination

BC

Issued 01/17/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frank William Van kirk.
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