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Elan S King

Advisor at Raymond James Financial — Continental, OH

Updated today

Credentials

Series 66

Experience

15 years

Location

Continental, OH

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,975 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Elan King is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 11 years before joining Raymond James affiliates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client decision-making.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Continental, OH

Continental OH

Advisors at this office

1

Most active in

Ohio

Work history

15 years of industry experience

Raymond James Financial

2026 - Present • 1 year

Continental, OH

Raymond James Financial Services, INC

2026 - Present • 1 year

Continental, OH

Raymond James & Associates, INC

2022 - 2025 • 3 years

Ottawa, OH

Morgan Stanley Smith Barney

2011 - 2022 • 11 years

Dublin, 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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Bernard N

ChFC®, Series 63

Glandorf, OH

Royal Fund Management, LLC

Bernard Nienberg is a financial advisor at Royal Fund Management, LLC with 42 years of industry experience. He holds the ChFC® designation and a Series 63 license. In addition to his advisory role, he owns and operates a retail insurance agency specializing in life, accident, and health insurance products. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies tailored to client risk profiles and manages approximately $1.55 billion in assets through 83 advisors.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Mindy V

Series 66

Ottawa, OH

The huntington Investment company

Mindy Vance is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at The Huntington Investment Company since 2007, including its advisory division, Huntington Financial Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs and an open-architecture investment model that integrates third-party and affiliate strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Brian I

Series 63, Series 65

Ottawa, OH

OSAIC

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.

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