Samantha Rene Mokma
Investment adviser representative at Stratos Wealth Partners, Ltd
26 yearsExperience
1 stateRegistered 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
26 years in the industry.
- Stratos Wealth Partners, Ltd.Apr 2026 to now
- LPL Financial LLCApr 2026 to now
- Osaic Wealth, Inc.Nov 2025 to Feb 2026
- Cambridge Investment Research, Inc.Nov 2015 to Nov 2025
- The Bishoff Financial GroupJun 2000 to Feb 2026
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6579236
- Firm CRD
- 153184