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Strata Financial Group, LLC Employee Directory

Financial ServicesOhio, United States2-10 Employees

Strata Financial Group, LLC is a financial services firm that focuses on wealth management and financial advising for individuals and businesses. Based in Sheffield, Ohio, with additional offices in Dublin, Ohio, the firm serves clients through a range of planning, portfolio management, and advisory services, while also assisting companies with retirement and benefit plans such as 401(k) and profit-sharing plans. The company operates in a broker-dealer and corporate RIA structure, leveraging LPL Financial to provide securities and advisory offerings as part of its service model. Founded in 1998, Strata positions itself to support both personal financial goals and business retirement needs, drawing on a client base that includes a substantial amount of brokerage and advisory assets. A notable recent development is the continued involvement with LPL Financial as the registered broker-dealer and RIA partner for its services.

Find Strata Financial Group, LLC employees' phone numbers or email addresses

Strata Financial Group, LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Strata Financial Group, LLC's Leadership

  • Stylized image of a person
    M. R.
    Partner, Wealth Advisor
    Phone icon
    Mobile Phone

Strata Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Strata Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. R.
    Partner, Wealth Advisor
    Phone icon
    Mobile Phone
    Aug 14, 2026

Frequently Asked Questions

What is Strata Financial Group, LLC known for?

Minus sign iconPlus sign iconStrata Financial Group, LLC was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-440-934-****
. Explore Strata Financial Group, LLC's company overview page for more information.

What is Strata Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconStrata Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strata Financial Group, LLC email formats with LeadIQ.

How many employees does Strata Financial Group, LLC have currently?

Minus sign iconPlus sign iconStrata Financial Group, LLC has approximately 8 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Strata Financial Group, LLC's key employees and leadership?

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As of August 2026, Strata Financial Group, LLC's key employees include:

  • Partner, Wealth Advisor: M. R.

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