Best Investors Account Sign in
Current Employers
Stratos Wealth Partners, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-23
MN RA APPROVED 2026-01-23
  • CA RA
    APPROVED
    Since 2026-01-23
  • MN RA
    APPROVED
    Since 2026-01-23

Branch Locations

Lakeville, MN • United States

555 Veterans Blvd Suite 100, Redwood City, CA 94063 • 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
Mark Heurung Minneapolis MN 01/2024 10/2024
Minnesota Autism Center Minnetonka MN 03/2023 01/2024
Mark Heurung Minneapolis MN 05/2022 03/2023
Cbiz Insurance Services Inc Minneapolis MN 06/2019 05/2022
Arthur J Gallagher Bloomington MN 10/2016 06/2019
Grainger Bloomington MN 11/2014 10/2016
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2024 11/2025
Northwestern Mutual Investment Services Llc Minneapolis MN 10/2024 11/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2025 11/2025
Lpl Financial Llc Lakeville MN 12/2025 Present
Stratos Wealth Partners, Ltd. Lakeville MN 01/2026 Present
  • 01/2024 → 10/2024
    Mark Heurung
    Minneapolis, MN
  • 03/2023 → 01/2024
    Minnesota Autism Center
    Minnetonka, MN
  • 05/2022 → 03/2023
    Mark Heurung
    Minneapolis, MN
  • 06/2019 → 05/2022
    Cbiz Insurance Services Inc
    Minneapolis, MN
  • 10/2016 → 06/2019
    Arthur J Gallagher
    Bloomington, MN
  • 11/2014 → 10/2016
    Grainger
    Bloomington, MN
  • 10/2024 → 11/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2024 → 11/2025
    Northwestern Mutual Investment Services Llc
    Minneapolis, MN
  • 07/2025 → 11/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2025 → Present
    Lpl Financial Llc
    Lakeville, MN
  • 01/2026 → Present
    Lakeville, MN
Other Businesses

1-12/2025 / Pettinelli Financial Partners / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 130 hrs during trading / at rprt loc / start 12/01/2025 2-12/2025 / Stratos Wealth Partners / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 130 hr during trading / at rprt loc / start 12/01/2025 3- 02/04/2026 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Stratos Wealth Partners, LTD, an independent investment advisor firm. I started this business activity in 2/2026. 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. 4- 02/04/2026 - Pettinelli Financial Partners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 160 hours per month/ 130 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-12
S63 Uniform Securities Agent State Law Examination 2025-01-09
  • S65 Uniform Investment Adviser Law Examination
    2026-01-12
  • S63 Uniform Securities Agent State Law Examination
    2025-01-09
Other Names
  • Genevieve Johnson

View on SEC IAPD

More in Lakeville, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor