Oberlin Wealth Partners, LLC

Oberlin Wealth Partners, LLC (CRD# 164912) is a financial advisory firm headquartered in Bryan, OH. They manage $22,027,921 in 37 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $595,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, OH

Financial Advisors at Oberlin Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Earl C. Oberlin
CRD#: 847192
208 North Lynn Street, Bryan, OH 43506
96
Wealthminder
score

Earl Oberlin (CRD# 847192) is an Investment Advisor Representative working at Oberlin Wealth Partners, LLC in Bryan, OH and has over 32 years of experience in the finance industry. Earl Oberlin 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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