Ot: Optimized Transitions, Independent Investment Counsel, LLC

Ot: Optimized Transitions, Independent Investment Counsel, LLC (CRD# 171645) is a financial advisory firm headquartered in Lebanon, NJ. They manage $5,757,607 in 19 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $303,032
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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.

NJ, OH

Financial Advisors at Ot: Optimized Transitions, Independent Investment Counsel, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Michael J. Lynch
CRD#: 3093476
1225 Route 31 Suite 324, Lebanon, NJ 08833
96
Wealthminder
score

Michael Lynch (CRD# 3093476) is an Investment Advisor Representative working at Ot: Optimized Transitions, Independent Investment Counsel, LLC in Lebanon, NJ and has over 19 years of experience in the finance industry. Michael Lynch 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.

2
Kevin R. Kane
CRD#: 1097435
1225 Route 31 Suite 324, Lebanon, NJ 08833
93
Wealthminder
score

Kevin Kane (CRD# 1097435) is an Investment Advisor Representative working at Ot: Optimized Transitions, Independent Investment Counsel, LLC in Lebanon, NJ and has over 20 years of experience in the finance industry.

3
John F. List
CRD#: 1303615
2922 Turpin Lake Place, Cincinnati, OH 45244
93
Wealthminder
score

John List (CRD# 1303615) is an Investment Advisor Representative working at Ot: Optimized Transitions, Independent Investment Counsel, LLC in Cincinnati, OH and has over 33 years of experience in the finance industry.

4
Craig Mann
CRD#: 6760683
1225 Route 31 Suite 324, Lebanon, NJ 08833
88
Wealthminder
score

Craig Mann (CRD# 6760683) is an Investment Advisor Representative working at Ot: Optimized Transitions, Independent Investment Counsel, LLC in Lebanon, NJ and has 1 year of experience in the finance industry.

5
Brian L. Cummings
CRD#: 1343724
1225 Route 31 Suite 324, Lebanon, NJ 08833
75
Wealthminder
score

Brian Cummings (CRD# 1343724) is an Investment Advisor Representative working at Ot: Optimized Transitions, Independent Investment Counsel, LLC in Lebanon, NJ and has 1 year of experience in the finance industry.

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