Phillip Trueblood
Phillip Trueblood is a registered investment advisor at Trueblood Wealth Management, LLC, based in Lima, OH, with 18 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 317 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for Comprehensive Portfolio Management service. Fees are negotiable.
Fee Estimator
Location
2500 Shawnee Road, Suite A, Lima, OH, 45806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Phillip is an advisor and owner at Trueblood Wealth Management, LLC, dedicating full-time hours to providing financial advice. He also works as an agent selling fixed/traditional insurance products through PKS Financial and another entity, spending a few hours per week on each. Phillip is also a board member for The Lima Shawnee Alumni Legacy Scholarship Fund, spending minimal time on this activity.
Employment History
Current Registrations
Trueblood Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
A. G. Edwards & Sons, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.