Oberlin Financial International, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Bryan, Ohio
CRD number
294205
Registered since
February 6, 2019

Firm profile

FINTRX

Overview

Oberlin Financial International, LLC is organized as a limited liability company and shows SEC registration beginning in 2019. Ownership is recorded as individual rather than corporate or institutional. The firm's classification is listed as unclassified in the FINTRX snapshot, and several self-identifying attributes are negative: it does not report acting as a capital allocator, does not list itself as an active ESG investor, is not designated a multi-state adviser, is not a newly formed adviser, and does not identify as a pension consultant or related adviser. The firm did not supply details about its advisory or business activities in the provided record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Earl Oberlin

    Earl Oberlin

    Chairman & CEOCRD 847192

Contacts

2 of 2
  • Jonathan Powell

    Registered RepresentativeCRD 854442

  • Taryn Bregstein

    Taryn Bregstein

    Registered RepresentativeCRD 5098474

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth