Daniel Leroy Whittenburg
Investment adviser representative at Stratos Wealth Partners, Ltd
28 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$18.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Stratos Wealth Partners, LtdDec 2019 to now
- LPL Financial LLCDec 2019 to now
- Lincoln Financial Advisors CorporationMar 1998 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 3 states (NM, TX, UT).
Stratos Wealth Partners, Ltd
$18.6BAssets managed
25,391Clients
379Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2181920
- Firm CRD
- 153184