linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tasha Immacolata Mauss

Strategic Wealth Partners, Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tasha? Claim Your Profile

About Tasha Immacolata Mauss

Tasha Mauss is a financial advisor with Strategic Wealth Partners, Ltd. in Independence, OH. Tasha has been a registered investment advisor for over 11 years and specializes in financial planning, portfolio management for individuals, and pension consulting. Tasha also has experience at Unionbank Investment Services LLC.

Firm Information

Tasha Mauss 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tasha Mauss’s Registration & Firm History

OH

07/06/2022 - Present

Strategic Wealth Partners, Ltd. (INDEPENDENCE OH)

OR

08/20/2012 - 03/10/2017

UNIONBANC INVESTMENT SERVICES, LLC (PORTLAND OR)

OR

08/17/2009 - 08/08/2012

KEY INVESTMENT SERVICES LLC (TROUTDALE OR)

OR

10/08/2008 - 02/13/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)

OR

06/04/2008 - 10/13/2008

MML INVESTORS SERVICES, INC. (PORTLAND OR)

Not sure if Tasha Immacolata Mauss is right for you?

Licenses & Designations

BOTH

Issued 12/08/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tasha Immacolata Mauss.
Not sure if Tasha Immacolata Mauss is right for you?