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Earline Ella Stiltner

Advisor at Primerica Advisors — Ashtabula, OH East 43rd St

Updated today

Credentials

Series 63

Experience

39 years

Location

Ashtabula, OH 44005

Primerica Advisors logo

Primerica Advisors

Institution

Total advisors

4,012

Across 1,247 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Earline Stiltner is a financial advisor with Primerica Advisors in Ashtabula, Ohio, holding a Series 63 designation and over 38 years of industry experience. She has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of her advisory role, she serves as an election poll worker for the Board of Elections in Jefferson, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model featuring tiered wrap fees and outsourced trading and custody services.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

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Fee options

Percentage

$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)

Other

Account minimum: $25,000

Location

See office

Ashtabula, OH East 43rd St

2217 East 43rd St

Ashtabula OH 44005

Advisors at this office

2

Most active in

Ohio

Work history

39 years of industry experience

Primerica Financial services

1991 - Present • 35 years

Ashtabula, OH

Primerica Advisors

1986 - Present • 40 years

Ashtabula, OH

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

Dylan F

Series 66

Conneaut, OH

Integrated Planning & Wealth Management, LLC

Dylan Fitchet is a financial advisor at Integrated Planning & Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Integrated Planning & Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses, with a focus on optometric practice owners. The firm emphasizes diversified, risk-based portfolios and offers discretionary investment management, financial planning, and business consulting, including practice-level services such as valuations and transition assistance.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting Optometrist Founder/Business Owner
user avatar

Daniel S

Ashtabula, OH

Money Concepts Capital Corp

Daniel Sposito is a financial advisor with Money Concepts Capital Corp in Ashtabula, Ohio, holding 27 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company for 24 years before joining his current firm in 2020. Outside of advising, he serves as secretary of the Redbrook Boat Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, to serve approximately 14,700 clients across its enterprise of 431 advisors.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Debora S

Series 65

Ashtabula, OH

Prime Capital Financial

Debora Stranman is a financial advisor at Prime Capital Financial with 24 years of industry experience. She holds the Series 65 designation and has previously worked at NFP Retirement, Adviseme National Advisors, Independent Financial Group LLC, and Pension Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a range of investment strategies and offers family office services, as well as tax planning and financial administration through its affiliated accounting subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Marc H

Series 63

Austinburg, OH

OSAIC Institutions, INC.

Marc Hanneman is a financial advisor with OSAIC Institutions, Inc. and holds a Series 63 designation. He has 27 years of industry experience, including roles at Infinex Investments, Inc., Andover Bank, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is a co-owner of MKKD Properties, LLC, a commercial property leasing company. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a broad network of investment adviser representatives. The firm offers customized advisory and financial planning services, combining adviser accountability with a hybrid advisor/broker-dealer structure and access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Jon G

Series 63

Jefferson, OH

LPL Financial

Jon Glink is a financial advisor with LPL Financial in Jefferson, OH, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Cetera Wealth Services, LLC, and New England Securities. Outside of his advisory work, he is involved in insurance agency activities through Pelorus Financial Group LLC and self-employed non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technologies, and manages over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ally D

Series 63, Series 66

Jefferson, OH

Equitable Advisors

Ally Durkovic is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Equitable Advisors, Ally worked in various roles including positions in education and retail. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing third-party managers and proprietary tools.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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