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STRATEGIC FINANCIAL PARTNERS, LTD

· CRD 148858 · IAPD ↗ · advisoryfirm.com · 503-467-7832

$321.1MRegulatory AUM
6Advisory reps
7Employees
19Clients
1-10Planning clients
0Private funds
6States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — STRATEGIC FINANCIAL PARTNERS, LTD added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — STRATEGIC FINANCIAL PARTNERS, LTD reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — STRATEGIC FINANCIAL PARTNERS, LTD now reports custody of client assets ($1.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.