Michel Otto Stephenitch

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

• 04/2023 → 08/2025
  Custom-Pak
  Clinton, IA
• 02/2020 → 04/2023
  Custom-Pak
  Clinton, IA
• 09/2019 → 02/2020
  Westrock
  Clinton, IA
• 05/2017 → 09/2019
  Custom-Pak
  Clinton, IA
• 02/2016 → 05/2017
  Gnc
  Clinton, IA
• 08/2014 → 12/2016
  Ashford University
  Clinton, IA
• 07/2025 → Present
  Lpl Financial Llc
  Clinton, IA
• 01/2026 → Present
  Stratos Wealth Partners, Ltd.
  Clinton, IA

Other Businesses

1. 08/18/2025- Stratos Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth- 4 Hrs During Trading- Start Date 08/18/2025 2. 08/18/2025- First Wealth Financial Group- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth- 4 Hrs During Trading- Start Date 08/18/2025 3. 08/18/2025 - 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
  2025-11-24

Other Names

• Mike Stephenitch
• Michel Stephenitch