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James Allen Lebzelter

Advisor at LPL Financial — Ashtabula, OH Collins Blvd

Updated today

Credentials

Series 63

Experience

38 years

Location

Ashtabula, OH 44004

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,426 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

James Lebzelter is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and previously worked at Cetera Advisor Networks, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory roles, he was involved with Calloway's Grill for several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Ashtabula, OH Collins Blvd

4510 Collins Blvd, Suite 1

Ashtabula OH 44004

Advisors at this office

2

Most active in

Ohio

Work history

38 years of industry experience

LPL Financial, llc

2020 - Present • 6 years

Madison, OH

Cetera Advisor Networks

2017 - 2020 • 3 years

El Segundo, CA

Mass Mutual Investors Services

2017 - 2017 • 1 year

Madison, OH

Calloway's Grill

2016 - 2020 • 4 years

Madison, OH

Massachusetts Mutual Life Insurance Company

2016 - 2017 • 1 year

Springfield, MA

MetLife Securities Inc.

2015 - 2017 • 2 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 one year of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing and has a Series 66 designation. Integrated Planning & Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses, focusing particularly on optometric practice owners. The firm uses a diversified, risk-based investment approach and provides discretionary investment management, financial planning, and business consulting services.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting Optometrist Founder/Business Owner
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Ryan W

Series 63, Series 65

Ashtabula, OH

The huntington Investment company

Ryan Wagner is a financial advisor with The Huntington Investment Company in Ashtabula, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with The Huntington Investment Company since 2017, including time when the firm operated as part of Huntington National Bank, and previously worked at HHGregg. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs through an open-architecture platform that combines third-party managers with proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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
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Angela B

Series 63, Series 65

Jefferson, OH

The huntington Investment company

Angela Bowman is a financial advisor at The Huntington Investment Company with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with The Huntington Investment Company since 2010, including concurrent roles at Huntington National Bank until 2017 and Ameriprise Financial Services since 2026. Outside of her advisory work, she is a cosmetics consultant and involved in managing a small farm with horse stall leasing. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate investment strategies with various management and overlay services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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 at OSAIC Institutions, INC. with 27 years of industry experience. He holds a Series 63 designation and has worked at Infinex Investments, Inc. and Andover Bank since 2009. Outside of his advisory work, he is a co-owner of MKKD Properties, LLC, a commercial property leasing company. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services. The firm provides customized financial solutions through a network of investment adviser representatives, employing a mix of fundamental and technical analysis alongside access to alternative investments and lending options.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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