Strategic Retirement Partners has attained Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX) for Investment advisory and investment manager services.
Securities offered through LPL Financial, Member
FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.
WELLth Advisory Services, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WELLth Advisory Services, LLC; or (2) solely investment adviser representatives of WELLth Advisory Services, LLC. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Florida, Illinois, Iowa, Maryland, Michigan, Minnesota, North Carolina, New York, Ohio, Oklahoma, Rhode Island, Tennessee, Texas, Virginia, Wisconsin.