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Brandon Royce Ohlinger

Advisor at The huntington Investment company — Adrian, MI Adrian Main

Updated today

Credentials

Series 63, Series 66

Experience

7 years

Location

Adrian, MI 49221

The huntington Investment company logo

The huntington Investment company

Enterprise

Total advisors

428

Across 312 offices

Clients per advisor

98 High

Avg AUM per client

$184,627 Very Low

HNW client ratio

2% Very Low

About

Brandon Ohlinger is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he spent ten years at Huntington National Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary private bank portfolios.

Client services

Based on The huntington Investment company

Portfolio management Selection of other advisers

Expertise

Based on The huntington Investment company

ESG / Sustainable investing Active portfolio management Tax-loss harvesting

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Fee options

Percentage

$0 - $250,000: Foundations Program: 1.50% $250,001 - $400,000: Foundations Program: 1.35% $400,001 - $650,000: Foundations Program: 1.20% $650,001 - $1,150,000: Foundations Program: 1.00% $1,150,001 - $4,150,000: Foundations Program: 0.85% $4,150,001+: Foundations Program: 0.75% $0 - $100,000: GPS Select Program: 1.50% $100,001 - $250,000: GPS Select Program: 1.35% $250,001 - $500,000: GPS Select Program: 1.20% $500,001 - $1,000,000: GPS Select Program: 1.00% $1,000,001 - $4,000,000: GPS Select Program: 0.85% $4,000,001 - $7,000,000: GPS Select Program: 0.75% $7,000,001+: GPS Select Program: 0.65% $0 - $100,000: GPS Wrap Strategist Program: 1.50% $100,001 - $250,000: GPS Wrap Strategist Program: 1.35% $250,001 - $500,000: GPS Wrap Strategist Program: 1.20% $500,001 - $1,000,000: GPS Wrap Strategist Program: 1.00% $1,000,001 - $4,000,000: GPS Wrap Strategist Program: 0.85% $4,000,001 - $7,000,000: GPS Wrap Strategist Program: 0.75% $7,000,001+: GPS Wrap Strategist Program: 0.65% $0 - $100,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.75% $100,001 - $250,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.60% $250,001 - $500,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.45% $500,001 - $1,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.25% $1,000,001 - $4,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.10% $4,000,001 - $7,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.00% $7,000,001+: GPS Total Asset Allocation and Multi-Manager Accounts: 0.85% $0 - $250,000: GPS Premier Separate Account: 2.00% $250,001 - $500,000: GPS Premier Separate Account: 1.75% $500,001 - $1,000,000: GPS Premier Separate Account: 1.50% $1,000,001 - $4,000,000: GPS Premier Separate Account: 1.35% $4,000,001 - $8,000,000: GPS Premier Separate Account: 1.10% $8,000,001+: GPS Premier Separate Account: 0.90% $0 - $250,000: GPS Premier Separate Account Manager-Equity: 1.50% $250,001 - $500,000: GPS Premier Separate Account Manager-Equity: 1.25% $500,001 - $1,000,000: GPS Premier Separate Account Manager-Equity: 1.15% $1,000,001 - $4,000,000: GPS Premier Separate Account Manager-Equity: 1.00% $4,000,001 - $8,000,000: GPS Premier Separate Account Manager-Equity: 0.85% $8,000,001+: GPS Premier Separate Account Manager-Equity: 0.70% $0 - $1,000,000: PWC Program: 1.00% $1,000,001 - $4,000,000: PWC Program: 0.75% $4,000,001 - $9,000,000: PWC Program: 0.65% $9,000,001+: PWC Program: 0.50% $0 - $1,000,000: GPS Representative as Portfolio Manager: 1.15% $1,000,001 - $2,000,000: GPS Representative as Portfolio Manager: 1.00% $2,000,001 - $5,000,000: GPS Representative as Portfolio Manager: 0.75% $5,000,001 - $10,000,000: GPS Representative as Portfolio Manager: 0.50% $10,000,001+: GPS Representative as Portfolio Manager: 0.40%

Commissions

Huntington is a registered broker-dealer and offers brokerage services with commissions. Additional brokerage fees apply for accounts not in advisory programs or for transaction charges not covered by wrap fees.

Other

Account minimum: $10,000 (lowest minimum noted in Foundations Program) Minimum fee: GPS TFS Program has a minimum annual account fee of $1,500. Fee-only: Optional overlay services tax overlay and impact overlay fees range from 0.05% to 0.10%, paid to Envestnet, not retained by Huntington.

Location

See office

Adrian, MI Adrian Main

Adrian Main, 202 W. Maumee St

Adrian MI 49221

Advisors at this office

1

Most active in

Michigan

Work history

7 years of industry experience

The Huntington Investment Company

2024 - Present • 2 years

Columbus, OH

Huntington National Bank

2024 - 2024 • 1 year

Adrian, MI

Huntington National Bank

2014 - 2024 • 10 years

Adrian, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jeffrey C

Series 66

Adrian, MI

Fairway Investment Group, LLC

Jeffrey Condon is a Series 66 licensed advisor with six years of industry experience, currently serving at Fairway Investment Group, LLC. His prior roles include positions at Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory work, he assists as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, operating largely on a non-discretionary basis with tailored recommendations based on fundamental, technical, and cyclical analysis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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David L

Series 63, Series 66

Adrian, MI

Creative Financial Designs, Inc.

David Lolley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He worked for Lincoln Financial Securities Corporation for 15 years and has operated Lolley Financial since 2001. In addition to his advisory roles, he manages marketing and operations for Lolley Wealth Management, a business supporting insurance and investment sales. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Lynette S

Series 63, Series 65

Adrian, MI

Packerland Brokerage Services, Inc.

Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Packerland since 2021 and also serves as president of Sayler's Accounting & Tax Spec, Inc., a company she founded in 1990. Additionally, she is a board member of the Lenawee County Mission-Prospectives, a nonprofit organization. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining brokerage and advisory services to meet client needs.

Retirement income strategy Options & derivatives strategies Wealth management
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Matthew B

ChFC®, Series 63

Tecumseh, MI

Hantz financial Services, Inc.

Matthew Babcock is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding the ChFC® and Series 63 designations with 35 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services supported by expanded implementation capabilities and affiliated businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew D

Series 63, Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Andrew Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Hantz Financial Services in 2021, he worked at Alro and held roles at Quicken Loans and Wayne State University. Hantz Financial Services, Inc. is a multi-advisor enterprise managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified, ETF-centered portfolios alongside financial planning, wealth management, and retirement consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Joseph H

Series 66

Adrian, MI

Key Investment Services LLc

Joseph Hart is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2014. The firm serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. Key Investment Services emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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