Austyn Daniel Whittenburg

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

• 04/2011 → 12/2019
  Lincoln Financial Advisors
  Salt Lake City, UT
• 12/2019 → Present
  Lpl Financial Llc
  Salt Lake City, UT
• 12/2019 → Present
  Stratos Wealth Partners, Ltd
  Slat Lake City, UT

Previous Registrations

• 2011-08-29 → 2019-12-05
  Osaic Fa, Inc.
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

1) 10/29/2019 - Weave Wealth Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/2019 - 160 hr/mth 2) 10/29/2019 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/2019 - 160 hr/mth 3) 10/29/2019 - Weave Wealth Partners - Non-Variable Insurance - inv rel - at reported business location(s) - start: 12/2012 - 10 hr/mth 4) 10/29/2019 - Clarity Capital LLC - Business Entity For Tax/Investment Purposes Only - non-inv rel - at reported business location(s) - start: 01/2007 - 4 hr/mth 5) 12/03/2019 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd. 6) 1/2/2020 - Stratos Wealth Partners, LTD - DBA: (Hybrid) Weave Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 11/01/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 7) 1/2/2020 - Stratos Wealth Partners, LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/01/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 11/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV 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.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-19

Designations

• Certified Financial Planner