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Jennifer Mouser Capell

Advisor at LPL Financial — Marysville, OH State Route 739

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

9 years

Location

Marysville, OH 43040

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,510 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jennifer Capell is a financial advisor with LPL Financial based in Marysville, Ohio. She holds the CFP® designation along with Series 63 and 65 licenses and has nine years of industry experience. Prior to joining LPL, she worked at Avantax Insurance Agency and Avantax Investment Services, as well as Honda Federal Credit Union and Rush Creek Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

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

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Marysville, OH State Route 739

19775 State Route 739

Marysville OH 43040

Advisors at this office

1

Most active in

Ohio

Work history

9 years of industry experience

Honda Federal Credit Union

2023 - Present • 3 years

Marysville, OH

LPL Financial

2023 - Present • 3 years

Marysville, OH

Avantax Insurance Agency, LLC

2017 - 2023 • 6 years

Mount Victory, OH

Avantax Investment Services, Inc.

2017 - 2023 • 6 years

Mount Victory, OH

Signator Investors, inc.

2016 - 2017 • 1 year

Mt Vistory, OH

Rush Creek Financial

2009 - 2023 • 14 years

Mount Victory, 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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Scott D

Series 65

Plain City, OH

Darby Creek Financial Advisors LLC

Scott Donnelly is a financial advisor at Darby Creek Financial Advisors LLC with a Series 65 license and one year of industry experience. Prior to his current role, he worked at Cardinal Health from 2016 to 2025 and spent a year at Michigan State University. Darby Creek Financial Advisors LLC provides financial planning, consulting, discretionary portfolio management, and donor-advised fund investment services to individuals, high-net-worth clients, and business entities. The firm’s investment approach is based on risk tolerance and time horizon, primarily using ETFs and mutual funds, with services delivered through the Charles Schwab Advisor Services platform.

Tax-loss harvesting
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John B

Series 63

Bellefontaine, OH

Belser Pinnacle Financial Advisors, LLC

John Belser is the principal of Belser Pinnacle Financial Advisors, LLC and holds a Series 63 designation with 23 years of industry experience. He also operates a full-time CPA firm in Bellefontaine, Ohio, where he has worked since 1992. Belser Pinnacle Financial Advisors provides wealth management and advisory services to institutional and high-net-worth clients through a co-advisory arrangement with an SEC-registered investment adviser. The firm focuses on financial planning, client coordination, and monitoring third-party managers while leveraging a CPA affiliation and a dedicated pension consulting group.

Equity compensation tax strategy Tax-loss harvesting Charitable giving tax strategies Business succession planning Real estate investing Founder/Business Owner Retired Mid-Career Professionals Approaching retirement
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Craig P

Series 65

Bellefontaine, OH

HP & Associates

Craig Poeppelman is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Harper Associates, Inc. since 2001. HP & Associates provides fee-only financial planning and investment advisory services to individuals, families, and small-business retirement plans, including physicians, widows, executives, and retirees. The firm emphasizes retirement planning and annual cash-flow analysis, managing approximately $55.8 million in client assets on a non-discretionary basis with custom-designed portfolios primarily using no-load mutual funds.

General retirement planning Cash flow / budgeting Executive Retired Founder/Business Owner
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W. H

Series 63, Series 65

Bellefontaine, OH

HP & Associates

W. Harper is a financial advisor at HP & Associates with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harper Associates for 36 years. Outside of his advisory work, he serves as a director of a family-owned funeral business in Columbus, Ohio, without day-to-day responsibilities. HP & Associates is a fee-only firm serving individuals, families, and small-business retirement plans, including physicians, widows, executives, and retirees. The firm focuses on retirement planning and cash-flow analysis, offering customized portfolios managed on a non-discretionary basis.

General retirement planning Cash flow / budgeting Executive Retired Founder/Business Owner
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Eric K

Series 65, Series 63

Plain City, OH

MDRN Capital

Eric Kelemen is a financial advisor with MDRN Capital, holding Series 65 and Series 63 registrations. He has experience in the financial industry beginning in 2011, including roles at Huntington National Bank, Golden Reserve, and Park National Bank before joining MDRN Capital. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using independent managers and low-cost mutual funds and ETFs, focusing primarily on a long-term investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Cory H

CFP®, Series 66

Marysville, OH

Kingsview Wealth Management, LLC

Cory Hixson is a CFP® with 12 years of industry experience, currently serving as an advisor at Kingsview Wealth Management, LLC. Prior to joining Kingsview in 2025, he spent 11 years at Edward Jones. He is also the managing member of Hixson Holdings, LLC, a role he has held since 2012. Kingsview Wealth Management is a multi-advisor firm that provides financial planning and wealth management services to individuals, retirement plans, endowments, trusts, and municipal clients. The firm employs a blend of in-house and third-party investment strategies, including management of affiliated exchange-traded funds and services for retirement plans.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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