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Michael Allen Chaffee

Stratos Wealth Partners, Ltd.

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About Michael Allen Chaffee

Michael Allen Chaffee is a financial advisor with Stratos Wealth Partners, Ltd. in Akron, Ohio. Michael has been in the financial services industry since 1982 and has over 35 years of experience. He has extensive experience in the areas of financial planning, portfolio management, and investment advisory services. He is registered with both FINRA and the state of Ohio. In addition to providing financial services for Stratos Wealth Partners, Ltd., Michael also conducts the sale and servicing of fixed insurance products, including fixed annuities, term, universal, whole life, long term care, disability, and health and dental insurances. Michael is committed to providing his clients with personalized service and helping them achieve their financial goals.

Firm Information

Michael Chaffee 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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Michael Chaffee’s Registration & Firm History

OH

03/15/2016 - Present

Stratos Wealth Partners, Ltd. (AKRON OH)

OH

12/07/1982 - 03/30/2009

LINCOLN FINANCIAL ADVISORS CORPORATION (FAIRLAWN OH)

IN

12/07/1982 - 05/08/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NA

05/21/1986 - 01/03/1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

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Licenses & Designations

BC

Issued 05/07/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

BC

Issued 12/06/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Michael Allen Chaffee. Review regulatory record here.
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