Best Investors Account Sign in
Inactive

Joseph Kleiman Loss

Strivus Wealth Partners LLC

Jacksonville Beach, FL

Claim This Profile
Current Employers
Strivus Wealth Partners Llc

1538 The Greens Way Suite 105, Jacksonville Beach, FL 32250 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2025-01-17
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2025-01-17

Branch Locations

1538 The Greens Way Suite 105, Jacksonville Beach, FL 32250 • 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
Life Planning Partners, Inc. Jacksonville Beach FL 08/2017 05/2022
Joseph Lange Lasalle, Inc. Jacksonville FL 08/2016 06/2017
Flow Financial Partners, Llc Jacksonville FL 06/2022 Present
Flow Strategic Consulting Llc Jacksonville FL 01/2024 12/2024
Strivus Wealth Partners Jacksonville Beach FL 01/2025 Present
  • 08/2017 → 05/2022
    Life Planning Partners, Inc.
    Jacksonville Beach, FL
  • 08/2016 → 06/2017
    Joseph Lange Lasalle, Inc.
    Jacksonville, FL
  • 06/2022 → Present
    Flow Financial Partners, Llc
    Jacksonville, FL
  • 01/2024 → 12/2024
    Flow Strategic Consulting Llc
    Jacksonville, FL
  • 01/2025 → Present
    Strivus Wealth Partners
    Jacksonville Beach, FL
Previous Registrations
Designations

View on SEC IAPD

Other Firms

ULLMANN WEALTH PARTNERS
STANDFAST ASSET MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTREPID CAPITAL MANAGEMENT INC
MONEY CONCEPTS CAPITAL CORP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
BOWEN, HANES & CO INC

Other Investors

BRIAN G JAMES
JOHN PATRICK GUNN
CARRIE KING
CAITLIN Frederick
Mclain Roderick Johnson
Will Haga
GLENN MICHAEL ULLMANN
PATRICK J KILBANE

Other Offices

ULLMANN WEALTH PARTNERS · JACKSONVILLE BEACH, FL
STANDFAST ASSET MANAGEMENT, LLC · JACKSONVILLE BEACH, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · JACKSONVILLE BEACH, FL
INTREPID CAPITAL MANAGEMENT INC · JACKSONVILLE BEACH, FL
MONEY CONCEPTS CAPITAL CORP · JACKSONVILLE BEACH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · JACKSONVILLE BEACH, FL
EAGLE STRATEGIES LLC · JACKSONVILLE BEACH, FL
EAGLE STRATEGIES LLC · JACKSONVILLE BEACH, FL

More in Jacksonville Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor