EO
CFP · PFS
EO
CFP · PFS

Earl Oberlin

48 Years of Experience
Bryan, OH
BrokerSells Insurance

Earl Oberlin is a CFP, PFS-designated registered investment advisor, based in Bryan, OH, with 48 years of industry experience.

Location

208 North Lynn Street, Bryan, OH, 43506

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Earl is involved in several outside business activities, including fixed insurance (non-variable), serving as CEO/CCO of Oberlin Wealth Partners LLC, and chairman of Oberlin-Turnbull LLC (funeral homes and crematory). He also dedicates minimal time to various non-profit board member roles and business network chair positions.

Employment History
Current Registrations
Oberlin Financial International, LLCBroker
February 2019 - Present · 7 yrs 3 mos
Oberlin Wealth Partners, LLC
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
March 2011 - May 2016 · 5 yrs 2 mos
LPL Financial LLC
November 2010 - October 2015 · 4 yrs 11 mos
Nrp Advisors, INC.
March 2008 - December 2010 · 2 yrs 9 mos
Nrp Financial, INC.
January 2003 - December 2009 · 6 yrs 11 mos
Nrp Financial, INC.Broker
March 2000 - December 2010 · 10 yrs 9 mos
Sky Investments, INC.Broker
December 1977 - March 2000 · 22 yrs 3 mos
State Registrations16 states
AKAZCACOCTDEFLMTNENVNYOHSDTXWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Earl Oberlin - Financial Advisor | TrueAdvisor