Kathryn Hale Louttit
Investment adviser representative at Stratos Wealth Partners, Ltd
14 yearsExperience
1 stateRegistered in
$18.6BFirm assets
16 yearsFirm in business
Are you Kathryn Hale Louttit? Claim your profile
Contact this firm
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
14 years in the industry.
- LPL Financial, LLCSep 2021 to now
- Stratos Wealth Partners, LtdJul 2021 to now
- Cbiz Investment Advisory Services, LLCNov 2017 to Sep 2021
- Cbiz Financial Solutions, Inc.Apr 2012 to Sep 2021
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4365135
- Firm CRD
- 153184