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Earl Oberlin III

Advisor at Oberlin Wealth Partners, LLC

Updated today

Location

Bryan, OH 43506

Credentials

CFP®, PFS™, Series 63, Series 65

Industry experience

48 years

About

Earl Oberlin is a CFP® and PFS™ credentialed financial advisor with 48 years of industry experience. He is the principal of Oberlin Wealth Partners, LLC and has held roles at Oberlin Financial International, LLC, LPL Financial LLC, and several family-owned business ventures. Outside of advisory work, he serves as chairman of Oberlin - Turnbull, Inc., a funeral home business. Oberlin Wealth Partners provides investment advisory, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and insurance companies. The firm combines long-term, fundamental analysis with flexible portfolio management and offers family office and institutional consulting, serving a diverse client base including insurance companies.

Client services

Based on Oberlin Wealth Partners, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Family office services and business consulting

Expertise

Based on Oberlin Wealth Partners, LLC

General retirement planning Business exit / sale strategy Wealth management Real estate investing

Occupation focus

Based on Oberlin Wealth Partners, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fee engagements based on estimated hours and negotiated hourly rate for financial planning and consulting services

Percentage

$0+: 0.75% to 1.50% annually (Investment Management Services/Family Office Services, varies by client complexity and assets) $0+: Up to 3.00% annually (Managed Accounts Program total fee including third-party managers) $0+: Up to 1.00% annually (Retirement Plan Advisory Services)

Commissions

Commission-based compensation earned by Mr. Oberlin in his capacity as registered representative of affiliated broker-dealer Oberlin Financial International, LLC; includes commissions on securities and insurance products

Project-based

Hourly fees up to $500 per hour for financial planning, consulting, and business/institutional consulting services

Other

Fee-only: Hourly fees up to $500/hour; fixed fees based on estimated hours for Financial Planning, Consulting, and Business/Institutional Consulting services

Location

208 North Lynn Street

Bryan, OH 43506

Most active in

California · Delaware · Florida · Nebraska · New York · Ohio · Texas

Work history

Oberlin Financial International, LLC

2016 - Present (10 years)

Oberlin Wealth Partners, LLC

2012 - Present (14 years)

LPL Financial

2010 - 2016 (6 years)

Oberlin Holding Corp.

2002 - Present (24 years)

Oberlin Properties, LLC

2000 - Present (26 years)

Oberlin Investments, LLC

1999 - Present (27 years)

Eco Building Company, LLC

1999 - Present (27 years)

Oberlin - Turnbull, Inc.

1972 - Present (54 years)

Disclosures

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

Business activities & affiliations

Jason D

CFP®

Defiance, OH

Demland Wealth LLC

I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.

General tax planning General retirement planning Christian Faith Based
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Noah B

Series 63, Series 66

Defiance, OH

Demland Wealth LLC

Noah Buttermore is a financial advisor at Demland Wealth LLC with two years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Demland Wealth LLC is an independent advisory firm providing investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes a combination of strategic asset allocation and tactical adjustments, employing both active and passive investment vehicles to create diversified portfolios tailored to client goals.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Kirk W

Series 66

Archbold, OH

Childs Investment Group, Inc.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

General tax planning
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Michael C

Series 63, Series 66

Archbold, OH

Childs Investment Group, Inc.

Michael Childs is a financial advisor with 34 years of industry experience, currently serving at 724 Capital, LLC. He holds Series 63 and Series 66 designations and has prior experience with firms including National Planning Corporation and Independent Financial Group. Childs is also a member of the Taylor University Board of Visitors and serves in governance roles for nonprofit organizations focused on charitable giving. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary management and allocation to third-party money managers, with regular account reviews and reporting.

General tax planning
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Andres P

Series 63

Archbold, OH

724 Capital, LLC

Andres Peterson is a financial advisor with 22 years of industry experience, currently with 724 Capital, LLC since 2022. He holds a Series 63 designation and has worked at firms including F3 Logic, LLC, Independent Financial Group, LLC, CIG Financial Services, National Planning Corporation, and Childs Investment Group, Inc. Peterson is also involved in insurance sales through CIG Financial Services. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with a focus on long-term trading and regular portfolio monitoring.

Options & derivatives strategies Active portfolio management
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Alan W

Series 63, Series 66

Archbold, OH

724 Capital, LLC

Alan Wyse is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at 724 Capital, LLC, CIG Financial Services, Inc., National Planning Corporation, and Childs Investment Group, Inc. He serves as a board member for Goodville Mutual Casualty Company, a property and casualty insurance firm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network, utilizing a variety of advisory programs and third-party asset managers.

Options & derivatives strategies Active portfolio management
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