OBERLIN FINANCIAL INTERNATIONAL, LLC
Firm details
- Headquarters
- BRYAN, Ohio
- CRD number
- 294205
- Registered since
- February 6, 2019
- Website
- www.oberlinwealth.com
Firm profile
FINTRXOverview
Oberlin Financial International, LLC is organized as a limited liability company and has been registered with the SEC since 2019. The firm is held by an individual owner and is categorized as "unclassified" in the available records. The firm is not identified as a capital allocator, does not report active ESG investing, is not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. The dataset includes no description of the firm’s advisory activities, client focus, fee model, or stated investment approach, so there is no public detail on how the firm positions its services or which client segments it targets.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1EARL OBERLIN
Chairman & CEOCRD 847192
Contacts
3 of 3JONATHAN POWELL
Registered RepresentativeCRD 854442
TARYN BREGSTEIN
Registered RepresentativeCRD 5098474
FRANCIS SENECO
Registered RepresentativeCRD 2028425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BRYAN, OH
WILLIAMS
Location
BRYAN, OH
Headquartered in BRYAN, OH, in the Midwest of the United States.
- Region
- Midwest
- County
- WILLIAMS
- Address
- 711 PO Box
- Time zone
- ET (UTC-5)
- Office locations
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