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Kelsey Victoria Gammon

Stratos Wealth Partners, Ltd

Clinton, IA

CRD 5867466

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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:

Current Employers
Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-01-17
TX RA APPROVED 2025-01-17
  • IA RA
    APPROVED
    Since 2025-01-17
  • TX RA
    APPROVED
    Since 2025-01-17

Branch Locations

1210 19Th Ave. Nw, Clinton, IA 52732 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 10/2011 10/2016
Nelsoncorp Wealth Management Clinton IA 11/2010 10/2016
Mercy Living Center Clinton IA 10/2016 10/2018
Lpl Financial Llc Clinton IA 10/2018 Present
Stratos Wealth Partners, Ltd. Clinton IA 01/2025 Present
  • 10/2011 → 10/2016
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2010 → 10/2016
    Nelsoncorp Wealth Management
    Clinton, IA
  • 10/2016 → 10/2018
    Mercy Living Center
    Clinton, IA
  • 10/2018 → Present
    Lpl Financial Llc
    Clinton, IA
  • 01/2025 → Present
    Clinton, IA
Other Businesses

1)09/08/2021 - FIRST WEALTH FINANCIAL - DBA for LPL Business (entity for LPL business) - Investment Rel - At Reported Business Location(s) - Start: 09/2021 - 160 Hr/Mth 2)09/08/2021 - STRATOS WEALTH PARTNERS - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2021 - 160 Hr/Mth 3)09/08/2021 - NOTARY PUBLIC FOR STATE OF IOWA - Start: 09/2021 4)10/22/2018 - 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
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
  • S66 Uniform Combined State Law Examination
    2024-08-05
Other Names
  • Kelsey V Dykema
  • Kelsey V Gammon

View on SEC IAPD

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