Our Comprehensive Finance & Commissions Process

The Stratos Wealth Partners finance and commissions department provides support to advisors on both the broker/dealer and the RIA commissions’ platforms. We can assist advisors by helping them navigate the LPL broker/dealer commission process and escalate any issues that they can’t resolve on their own. The RIA commission process is handled by Stratos. We provide a separate website for the RIA statements and a dedicated person to handle any questions an advisor may have with regards to his/her statements.

Stratos provides advisors access to group health, dental and vision insurance, short, long-term, disability and life insurance and a retirement plan. We can also purchase computers and equipment at reduced rates for the advisor. We pay the afore-mentioned on advisors’ behalf and then bill it back to them through our finance department. LPL has allowed us to systematically charge the advisors through their broker/dealer commission statement so that the advisor doesn’t have to worry about invoices and payment.

Once the advisor has completed their transition to Stratos, the finance department offers a call to go through all commission statements and answer any questions related to the process. It is our mission to provide the best service possible by ensuring that we address any questions or issues that advisors have quickly and accurately.

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Happy Advisors

It is our mission to provide the best service possible by ensuring that we address any questions or issues that advisors have quickly and accurately.

Nancy Andrefsky
CFO/COO

Learn More

Contact us for more information on how to declare your independence with Stratos Wealth Partners.