Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
2 years
Location
Tipp City, OH 45371
Edward Jones
Institution
Edward Custer is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he served 22 years in the U.S. Army. Outside of advising, he manages a family-owned 10-acre Christmas tree farm near Piqua, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Tipp City, OH W. Main St.
1460 W. Main St.
Tipp City OH 45371
Advisors at this office
2
Ohio · Texas
2 years of industry experience
Edward Jones
2024 - Present • 2 years
St Louis, MO
Unemployed
2023 - 2024 • 1 year
Piqua, OH
U.S. Military, Army
2001 - 2023 • 22 years
Fort Campbell, KY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Troy, OH
Turnstone Financial
Thomas Kleptz is a financial advisor at Turnstone Financial in Troy, OH, holding a Series 65 designation with 11 years of industry experience. He has been with OT Financial, LLC d/b/a Turnstone Financial since 2014. Turnstone Financial provides manager selection, supervision, and portfolio monitoring services for individuals, high-net-worth clients, and charitable organizations, often serving as corporate trustee through Turnstone Private Trust. The firm employs a long-term investment approach based on modern portfolio theory and conducts thorough due diligence on third-party subadvisers managing client assets.
CFA®, Series 66
Tipp City, OH
Nuts2invest.com, LLC
Sunil Kulkarni is a CFA® charterholder with 19 years of industry experience and holds a Series 66 license. He is the sole advisor at Nuts2Invest.com, LLC and has worked at Emerson Electric since 2002, where he is involved in engineering management and new compressor product development. Nuts2Invest.com, LLC provides an online subscription platform offering portfolio-building and security-ranking tools for individual investors. The firm uses a proprietary software engine to generate objective rankings and portfolio recommendations, serving users who implement their own investment decisions.
ChFC®
Fairborn, OH
Financial Legacy Builders
Steven Crane is a ChFC® credentialed financial advisor with one year of industry experience, currently operating as the sole advisor at Financial Legacy Builders in Fairborn, Ohio. He has a diverse professional background that includes strategic consulting, founding a medical services company supporting military veterans, authoring and public speaking, and leading a nonprofit focused on veteran mentorship. Additionally, he is involved in several ventures related to veteran networking, wellness coaching, and organizational training. Financial Legacy Builders is an independent, single-advisor registered investment adviser providing wealth management and financial planning services to individuals and high-net-worth clients. The firm utilizes a discretionary portfolio management approach combining passive and active strategies tailored to client goals, offering services that include socially responsible investing and estate-planning coordination through third-party professionals.
Series 66
Brookville, OH
Miami Valley Portfolio Management Inc
Tyler Behnken is a financial advisor at Miami Valley Portfolio Management Inc with Series 66 credentials and three years of industry experience. His prior work includes roles at StoneX Securities Inc and several positions in insurance and sales. Outside of financial advising, he is involved in aerial photography and videography through his business, Fly Guys, and participates as a client partner in an Amazon e-commerce venture. Miami Valley Portfolio Management provides discretionary asset management to individuals, high net worth clients, foundations, estates, and trusts. The firm employs an active, tactical allocation strategy using technical signals to manage portfolios across various asset classes.
Series 65
Tipp City, OH
Pathways Wealth Management, Inc.
Caden Beam is a financial advisor at Pathways Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at L.M. Kohn & Company and University of Dayton. Beam is also involved in client services at Vision Financial Partners, LLC. Pathways Wealth Management advises individuals and various entities, including trusts and qualified retirement plans, offering investment management and personalized financial planning. The firm serves both high-net-worth and non‑HNW clients, employing tailored asset allocation plans with a mix of discretionary and non‑discretionary management.
CFP®, Series 65
Vandalia, OH
Sound Financial Investment Management, LLC
Beau Bryant is a CFP® with 14 years of industry experience, currently serving at Sound Financial Investment Management, LLC since 2026. He previously worked at Resolute Wealth Advisor, Inc. and J.P. Morgan Securities, among other firms. Beyond his advisory role, he owns BBTP, LLC, providing data and tax preparation reviews as an independent contractor. Sound Financial Investment Management, LLC offers portfolio management, financial planning, pension consulting, and participant education to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm uses both fundamental and technical analysis, incorporates various trading strategies, and refers client assets to third-party advisers while conducting due diligence and performance reviews.
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