Best Investors Account Sign in

Jeffrey George Kitzberger

Stratos Wealth Partners, Ltd

Beachwood, OH

Claim This Profile
Current Employers
Stratos Wealth Partners, Ltd

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2012-05-23
OH RA APPROVED 2010-09-28
  • TX RA
    APPROVED_RES
    Since 2012-05-23
  • OH RA
    APPROVED
    Since 2010-09-28

Branch Locations

25201 Chagrin Blvd., Suite 375, Beachwood, OH 44122 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Home Life Ins.CO. Cleveland OH 10/1985 Present
Lpl Financial, Llc Beachwood OH 09/2010 Present
Stratos Wealth Partners, Ltd Beachwood OH 09/2010 Present
  • 10/1985 → Present
    Home Life Ins.CO.
    Cleveland, OH
  • 09/2010 → Present
    Lpl Financial, Llc
    Beachwood, OH
  • 09/2010 → Present
    Beachwood, OH
Previous Registrations
Other Businesses

1. 08/25/2010 - MAKE IT HAPPEN 4 BMD FOUNDATION - NON-PROFIT BOARD MEMBER - NOT INV REL - AT REPORTED BUSINESS LOCATION - 501c3 Organization - 2% TIME SPENT. 2. 08/25/2010 - STRATOS WEALTH PARTNERS, INC. - NON-VARIABLE INSURANCE DBA - STRATOS WEALTH PARTNERS, INC - INV REL - AT REPORTED BUSINESS LOCATION - DBA name for securities and investment advisory and financial planning business. I am also an insurance agent - fixed annuiites, term, universal life, whole life, LTC, DI, Health, Dental - 100% TIME SPENT. 3. 01/18/2011 - STRATOS WEALTH PARTNERS, LTD - REGISTERED INVESTMENT ADVISOR - HYBRID - Stratos Wealth Partners, Ltd - INV REL - AT REPORTED BUSINESS LOCATION - I am an IAR with Stratos Wealth Partners and offer financial plans and investment advise for hourly and/or fixed fees and advisory accounts for %AUM - 50% TIME SPENT. 4. 07/08/2013 - BIG KAHUNA REAL ESTATE GROUP, LLC - REAL ESTATE RENTAL - INV REL - AT REPORTED BUSINESS LOCATION - ACTIVITY: Single Rental Unit Income Property - 492 Retreat Beach Circle #3B Pawleys Island, SC 29585 - 4% TIME SPENT. 5. 10/31/2015 - Olympus Wealth Partners, Inc. - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION - OBA START: 9/17/2010 - 180 HRS PER MONTH/104 HRS DURING TRADING. 6. 12/12/2018 - Olympus Wealth Partners, Inc. - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/20/2010 - 240 Hours Per Month/160 Hours During Securities Trading. 7. 2/21/2019 - Olympus Wealth Partners, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/01/2010 - 200 Hours Per Month/125 Hours During Securities Trading. 8. 10/1/2019 - Olympus Wealth Partners, Inc. - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 09/20/2010 - 5 Hours Per Month During Securities Trading. 9. 06/06/2025 - Olympus Private Wealth Advisors, LLC - Inv. Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location (s) - Start Date:12/21/2023 - 160 Hrs/Mth/ 130 Hrs During Trading. 10. 02/26/2026 - Olympus Private Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 200 hours per month/ 130 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-05
S63 Uniform Securities Agent State Law Examination 1989-06-22
  • S65 Uniform Investment Adviser Law Examination
    2006-09-05
  • S63 Uniform Securities Agent State Law Examination
    1989-06-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beachwood, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor