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Brian J Inkrott

Advisor at OSAIC — Ottawa, OH

Updated today

Credentials

Series 63, Series 65

Experience

24 years

Location

Ottawa, OH 45875

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,558 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Brian Inkrott is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Sagepoint Financial, Inc. for 14 years. Inkrott has been actively involved in his community as an elected village councilman since 2012, handling local government matters such as street upkeep and budget appropriations. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Ottawa, OH

153 S Main St

Ottawa OH 45875

Advisors at this office

1

Most active in

Ohio

Work history

24 years of industry experience

OSAIC

2023 - Present • 3 years

Glandorf, OH

Sagepoint Financial, Inc.

2009 - 2023 • 14 years

Phoenix, AZ

Aig American General Life Insurance Company

2002 - Present • 24 years

Columbus Grove, OH

Disclosures

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

Business activities & affiliations

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Adam B

CFP®, Series 66

Kalida, OH

YSB Wealth Management

Adam Bray is a CFP® professional with 15 years of industry experience. He has worked at YSB Wealth Management since 2026 and previously spent 11 years with Bishoff Financial Group. Bray also held roles involving investment advisory and insurance agency leadership within the Bishoff organization. YSB Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporations. The firm employs a personalized, asset-allocation driven approach and offers ongoing portfolio management, financial planning, and annuity allocation advice.

Annuities Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Sarah Y

ChFC®

Kalida, OH

YSB Wealth Management

Sarah Yount is a Chartered Financial Consultant (ChFC®) with over 15 years of experience in the financial services industry. She has worked at Roble Belko & Company for 10 years, followed by four years at Bishoff Financial Group, and currently practices at YSB Wealth Management. YSB Wealth Management, LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporations. The firm employs a personalized, asset-allocation driven approach using a mix of passive and active investment vehicles, offering ongoing portfolio management, financial planning, and annuity allocation advice.

Annuities Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
user avatar

Cody S

CFP®, Series 66

Kalida, OH

YSB Wealth Management

Cody Schnipke is a CFP® professional with eight years of industry experience, currently with YSB Wealth Management. He previously worked at The Bishoff Financial Group and Cambridge Investment Research Advisors. Schnipke also provides tax preparation services through Bishoff Tax Advisors. YSB Wealth Management is a fee-only registered investment adviser offering wealth management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a personalized, asset-allocation driven approach utilizing both passive and active investment vehicles tailored to client goals and risk tolerance.

Annuities Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Orrie A

CFP®, ChFC®, Series 66

Bluffton, OH

Creative Financial Designs, Inc.

Orrie Augsburger is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. in Bluffton, OH, where he has worked since 2019. His prior experience includes roles at Faith Ventures LLC and Faith Investment Services of Ohio LLC. Outside of advising, he is involved in independent insurance sales and tax preparation. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through 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 including Biblical Responsible Investing, with flexible billing arrangements and a network of affiliated businesses providing insurance, tax, and brokerage services.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Kathi D

Series 66

Bluffton, OH

Creative Financial Designs, Inc.

Kathi Dunlap is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 designation and eight years of industry experience. She has worked at Faith Investment Services of Ohio LLC since 2023 and has been involved with Quiet Life LTD, a construction and remodeling business, since 2003. Creative Financial Designs serves individual and institutional clients with investment management and financial planning through a network of advisers, offering a range of strategies including Biblical Responsible Investing and customizable portfolio options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Joshua M

Series 66

Bluffton, OH

Creative Financial Designs, Inc.

Joshua Moore is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Faith Investment Services. Outside of finance, Moore is the owner and laborer of Josh Moore Contracting, a construction and maintenance business. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations guided by an Executive Investment Committee and offers various portfolio customization features, including Biblically Responsible Investing strategies.

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