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Gabrielle E Schmiedebusch

Advisor at Cetera — Ottawa, OH

Updated today

Credentials

Series 65, Series 63

Experience

3 years

Location

Ottawa, OH 45875

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,096 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Gabrielle Schmiedebusch is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and three years of industry experience. She has worked with Cetera and its affiliated entities since 2021 and also serves as an account manager for UIS Insurance & Investments. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of program structures and custodial relationships, overseeing more than $256 billion in assets.

Client services

Based on Cetera

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

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Ottawa, OH

971 N Perry St

Ottawa OH 45875

Advisors at this office

3

Most active in

Ohio

Work history

3 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2023 - Present • 3 years

El Segundo, CA

Cetera Advisor Networks

2021 - 2023 • 2 years

El Segundo, CA

UIS Insurance & Investments

2019 - Present • 7 years

Ottawa, OH

First Federal Bank of the Midwest

2018 - 2019 • 1 year

Ottawa, OH

Bluffton Veterinary Hospital & Pet Care Center

2017 - 2018 • 1 year

Bluffton, OH

Ohio Northern University

2014 - 2018 • 4 years

Ada, 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
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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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