Robert Andrew Heksch

Employer firm

Stratos Wealth Partners, Ltd CRD 153184

$18.6B regulatory AUM 376 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  Lpl Financial, Llc
  Beachwood, OH
• 08/2010 → Present
  Stratos Wealth Partners, Ltd
  Beachwood, OH

Previous Registrations

• 2003-11-28 → 2009-01-23
  Silver Mountain Capital Partners Llc
  Solon, OH
• 2003-04-17 → 2009-01-22
  Fsc Securities Corporation
  Solon, OH
  Solon, OH
• 2002-11-29 → 2007-01-24
  Aspen Management Group Ltd
  Beachwood, OH

Other Businesses

1. 10/31/2008 - NO BUSINESS NAME - NON-VARIABLE INSURANCE - INV REL - At Reported Business Location(s) - 2% TIMES SPENT - LIFE INSURANCE, FIXED ANNUITY AND LTC BUSINESS 2. 03/03/2009 - STRATOS WEALTH PARTNERS, LTD. - INV REL - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 3. 07/08/2011 - STRATOS WEALTH PARTNERS - INV REL - At Reported Business Location(s) - NON-VARIABLE INSURANCE - 10% TIME SPENT - LIFE, DISABILITY, LONG-TERM CARE INSURANCE AND FIXED ANNUITIES. 4. 12/15/2016 - White Blaze Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/01/2017 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 12/22/2016 - Stratos Wealth Partners, Ltd - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in August 2010. I expect to spend approximately 100% of my time on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 12/22/2016 - Stratos Wealth Partners - DBA: (Hybrid) White Blaze Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start 01/01/2017 - 160 Hours Per Month/8 Hours During Securities Trading. 7. 2/22/2023 - Berson Sokol and BUA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 01/01/2009 - 2 Hours Per Month/0 Hours During Securities Trading 8. 1/22/2009 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.

Exams

• S66 Uniform Combined State Law Examination
  2004-01-24
• S63 Uniform Securities Agent State Law Examination
  2000-08-24

Designations

• Certified Financial Planner