Shane Dean Kunz
Investment adviser representative at Stratos Wealth Partners, Ltd
20 yearsExperience
2 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
20 years in the industry.
- LPL Financial LLCFeb 2022 to now
- Stratos Wealth Partners, LtdJan 2022 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2022
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
- Wells Fargo BankJan 2006 to Feb 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (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
- 5083349
- Firm CRD
- 153184