Kai Robinson

Financial advisor at Stratos Wealth Partners, Ltd. · Bend, OR

Last updated 2026-10-10

Kai Robinson is a financial advisor at Stratos Wealth Partners, Ltd. in Bend, OR, CRD 7274110. Licenses and exams on the registration: Series 66. IAPD registration began 2023-10-17.

Registration

CRD number: 7274110
Registration status: Active
IAPD registration: 2023-10-17
Industry Experience: 2 years
Work Experience: 13 years
States registered: OR

Licenses and exams

Series 66

Work history

2020-07 to 2025-10 · Da Davidson · Bend, OR
2021-11 to 2021-12 · Walt Rileys · Bend, OR
2019-01 to 2020-05 · Tetherow · Bend, OR
2020-05 to 2021-11 · Brasada · Bend, OR
2018-06 to 2019-01 · Metro By T Mobile · Bend, OR
2017-09 to 2018-06 · Vmg Global · Sydney
2017-06 to 2017-09 · Leader Creek Fisheries · Naknek, AK
2016-06 to 2017-06 · Chi · Bend, OR
2018-08 to 2022-05 · Central Oregon Community College · Bend, OR
2013-08 to 2017-06 · Summit High School · Bend, OR
2025-11 to 2026-07 · Lpl Financial LLC · Bend, OR
2025-11 to Present · Stratos Wealth Partners, Ltd. · Bend, OR

Current employment

Stratos Wealth Partners, Ltd · Beachwood, OH

SEC IAPD record for Kai Robinson

Stratos Wealth Partners, Ltd.

Regulatory AUM: $18,646,381,698
Registered advisors: 386
Offices: 276
Clients per advisor: 65.8 (Moderate)
Average AUM per client: $734.4K (Low)
High-net-worth client ratio: 16.4% (Moderate)

Stratos Wealth Partners, Ltd.: advisors, services and reported ETF investments

About

Kai Robinson is a financial advisor at Stratos Wealth Partners, Ltd in Bend, OR. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 13 years of reported work history. Reported roles include Lpl Financial LLC, Da Davidson, Central Oregon Community College, Walt Rileys, among others.

SEC disclosures list additional business and community activities: 1: men's soccer coaching.

Stratos Wealth Partners, Ltd.'s firm-level Form ADV reports 386 advisors across 276 offices; approximately 65.8 clients per advisor, average assets per client of $734,370, and regulatory AUM of $18.6B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $5.8B across 755 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Kai Robinson personally.

Reported ETF positions

Stratos Wealth Partners reports 755 ETF positions worth $5.8B on Form 13F; the largest are listed.

Largest ETF positions reported by Stratos Wealth Partners
Fund	Reported value
SPY — SPDR S&P 500 ETF TRUST	$251.3M
IVV — iShares Core S&P 500 ETF	$250.9M
VOO — Vanguard S&P 500 ETF	$247.6M
DYNF — iShares U.S. Equity Factor Rotation Active ETF	$132.3M
IEMG — iShares Core MSCI Emerging Markets ETF	$130.3M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Noteworthy reported investments

Stratos Wealth Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.

Firm-reported positions leading each research ranking
Ranking	Fund	Reported value	Percentile	Key figures
Similar Fund Ranking	CGDV — Capital Group Dividend Value ETF	$18.1M	Top 99.9%	Peer conviction 86.4% · Active return +5.44%
Addressable Market	DYNF — iShares U.S. Equity Factor Rotation Active ETF	$132.3M	Top 99.9%	Addressable AUM $14.9T · Peer conviction 86.8%
Residual Alpha	IMCB — iShares Morningstar Mid-Cap ETF	$19.7M	Top 99.4%	Residual alpha +1.25% · Residual Sharpe 0.07
Diversification Benefits	TBIL — F/m US Treasury 3 Month Bill Fund	$19.2M	Top 99.4%	Replicability (R²) 37.1% · Residual Sharpe 2.51

Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Stratos Wealth Partners, Ltd. on Form ADV.

Client services

Financial Planning Services
Individuals and Small Businesses
Businesses or Institutional Clients
Pension Consulting Services
Selection of Other Advisers
Educational Seminars or Workshops

Fee options

Percentage of Assets Under Management
Hourly Charges
Fixed Fees (Other Than Subscription)
Other

Business and affiliations

Sells Non-Advisory Products or Services
Broker-Dealer or Municipal Securities Dea
Other Investment Adviser (Incl. Financial
Banking or Thrift Institution
Trust Company
Accountant or Accounting Firm
Sponsor or Syndicator of Limited Partners
Sponsor or GP of Pooled Investment Vehicl

Location

777 SW Mill View Way Suite 200, Bend, OR 97702

4 advisors at this office.

Stratos Wealth Partners office in Bend, OR

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Kai Robinson?

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