Unclaimed
Kurt Ringenbach is a financial advisor with over 23 years of experience in the financial services industry. Kurt is a Certified Financial Planner and is registered with Stratos Wealth Partners, Ltd. He has been with Stratos Wealth Partners, Ltd. since 2011. Kurt specializes in working with individuals, high-net-worth individuals, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Kurt provides financial planning, portfolio management, and investment advisory services. He also offers educational seminars on various financial topics.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
03/16/2016 - Present
Stratos Wealth Partners, Ltd. (Chagrin Falls OH)
OH
08/21/2006 - 03/24/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (CLEVELAND HEIGHTS OH)
OH
06/12/2006 - 08/07/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
CA
03/07/2000 - 08/26/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
TX
09/18/1997 - 07/01/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
07/09/1996 - 07/23/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 12/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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