Arcadia Financial Partners, LLC

Arcadia Financial Partners, LLC (CRD# 285407) is a financial advisory firm headquartered in Pickerington, OH. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
60 W Columbus St, Pickerington, OH 43147
https://www.linkedin.com/in/lorilembrey/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Arcadia Financial Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lori Eisel, financial advisor Pickerington OH
Lori L. Eisel
CRD#: 3037765
60 W Columbus St, Pickerington, OH 43147

Lori Eisel (CRD# 3037765) is an Investment Advisor Representative working at Arcadia Financial Partners, LLC in Canal Winchester, OH and has 20 year of experience in the finance industry. Lori Eisel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Lori has a master’s

degree in family financial management and has earned the certification, Chartered Divorce Financial Analyst (CDFA(r)).

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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