Colleen Oberhaus
Colleen Oberhaus is a registered investment advisor at Gould Ruma Financial Advisors, based in Toledo, OH, with 12 years of industry experience. Colleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Ongoing planning services are billed as agreed upon with the client.
Gould Ruma Financial Advisors charges either an hourly rate of $210 or a fixed fee for financial planning and consulting services. Fixed fees typically range from $3,000 to $5,000, depending on the scope and complexity of the services.
Location
3231 Central Park W. Dr. #211, Toledo, OH, 43617-3008
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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 Activities
Colleen operates Gould Ruma Financial Advisors as a DBA for her LPL business, dedicating full-time hours to it. She also provides administrative support to Gould Ruma Financial Advisors, an independent investment advisor firm, taking about half of her time. Finally, she does tax preparation/accounting, spending minimal time on it.
Employment History
Current Registrations
Gould Ruma Financial Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Huntington Investment CompanyBroker
State Registrations5 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.