GaryHannah- Financial Advisor Akron, OH

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About Gary Hannah

We believe Stratos Wealth Partners offers our clients a clear advantage. By bringing the resources of a national firm to the local level, we enable our advisors to take full advantage of our organizational depth of knowledge, research, talent, and expertise to serve a broader spectrum of client needs. Through innovative thinking, insightful guidance and practical advice your advisor has access to vast resources in developing the custom strategies you seek and the unparalleled service you require.

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General Information

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CRD#

5614233

Firm CRD#

153184

Insurance License#

787332

States Licensed in

Ohio, West Virginia, South Carolina, New York, Texas

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Gary was a National Sales Manager of a Privately owned Specialty Paint Manufacturer for 18 years when he found out it was going to be sold and he couldn't develop a way to buy it from the previous owners. Rather than stay in the paint business, he decided to join Merrill Lynch in an executive training program to become a broker. In December of 2008, Merrill Lynch sold off their Brokerage business and Gary was laid off since he was still in training. He obtained his licenses and started working for Thrivent Financial in spring of 2009. After 3 years, he joined New England Securities to enable him to offer all insurance and brokerage products rather than proprietary Thrivent insurance and annuity products. From 2011 to 2018 Gary worked for the same firm which changed clearing companies 3 times in 4 years. The names changed from New England Securities, to Metlife Premier Client Group to Mass Mutual. Mass Mutual was very insurance focused and Gary wanted to work for a Fiduciary Investment Advisory firm. He went to Peak Wealth Solutions in 2018. He acquired his CERTIFIED FINANCIAL PLANNER^™ designation and managed over 70 Million in assets. Gary became remarried and had a child. In 2024, Gary joined Stratos Wealth Partners to work with a team , existing clients and support markets close to his home.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Variable Annuity, HMO, Life, Health, Long Term Care, Variable Life, Annuity, Disability

Firm Information

Advisor's Number of Clients

100+

Advisor's Number of Managed Clients

100+

Advisor's Number of Planning Clients

100+

Assets Managed by Advisor

25 Million +

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Fee % Based on Assets

variable

Additional Details on Charges

Variable Fee schedule ranging from 1.5% to .65% based on assets under management. This would be provided in our initial meeting

A Financial plan can be provided based on the scope of work desired if there will be no assets under management. An initial discussion would take place, a scope of business would be defined and a quote would be provided.

Minimum Fee Charged for Hourly Planning Accounts

$500

Education

Bachelors of Business Administration - Industrial Marketing

University of Akron
09/03/1979 -12/16/1983

Disclosures

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Additional Detailed Disclosures
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Disclaimer

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial.

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Gary Hannah

Stratos Wealth Partners