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Jill Rae Powers

Advisor at Cambridge Investment Research Advisors — Bryan, OH

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

33 years

Location

Bryan, OH 43506

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,907

Across 2,196 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Jill Powers is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 and 65 licenses. She has 33 years of industry experience, including prior roles with NRP Advisors, Inc. and NRP Financial, Inc. In addition to her advisory work, she serves as president of Trilogy Wealth Advisors and acts as a volleyball official under a 1099 contract. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and features proprietary model strategies alongside access to unaffiliated third-party advisers.

Client services

Based on Cambridge Investment Research Advisors

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

Expertise

Based on Cambridge Investment Research Advisors

Annuities Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Flat fees for financial planning services, financial wellness, setup fees up to 1% of assets or $1,000, not exceeding combined 3% with advisory fees.

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Commissions earned by Financial Professionals acting as Registered Representatives of Cambridge on securities transactions and insurance sales.

Project-based

Hourly fees generally not to exceed $500/hour for financial planning and consulting services.

Other

Account minimum: $25,000 Minimum fee: For WealthPort CAAP and UMA programs: $250 annual minimum program fee per account. Fee-only: Financial Planning Flat fees generally up to $25,000, hourly fees generally up to $500/hour, Asset Based Fee for consulting.

Location

See office

Bryan, OH

516 E High St

Bryan OH 43506

Advisors at this office

6

Most active in

Indiana · Ohio · Texas

Work history

33 years of industry experience

Cambridge Investment Research Advisors, INC

2010 - Present • 16 years

Fairfield, IA

Cambridge Investment Research, INC

2010 - Present • 16 years

Fairfield, IA

NRP Advisors, Inc.

2008 - 2010 • 2 years

Bryan, OH

NRP Financial, Inc.

2003 - 2008 • 5 years

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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Blake R

CFP®, Series 65, Series 66, Series 7

Bryan, OH

Cambridge Investment Research Advisors

Blake Rockey, CFP® is a Certified Financial Planner® and fee-based fiduciary advisor registered through Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm offering services through a network of independent professionals. The independent professionals serve a diverse client base, including individuals, pension plans, charitable organizations, and trusts- using a range of portfolio management and model-based solutions. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services. through a network of independent professionals.

Active portfolio management Roth conversion strategy Retirement income strategy Social Security optimization Wealth management Retired Founder/Business Owner Government Employee Executive Engineering Professional Retired Approaching retirement Established Professionals Mid-Career Professionals Career Changers

Jason D

CFP®, EA

Defiance, OH

Demland Wealth LLC

Demland Wealth is a flat-fee, fee-only fiduciary firm helping Christians retire well and give generously. We serve Christian households who are retired or within five years of retirement — typically with $1 million or more in investable assets — combining retirement income planning, proactive year-round tax strategy, charitable giving, and Biblically Responsible Investing into one comprehensive plan. Our team holds the CFP®, Certified Kingdom Advisor® (CKA®), and Enrolled Agent (EA) credentials, so tax planning is a core competency, not an afterthought. Clients pay one transparent flat annual fee that doesn't increase as their portfolio grows — no commissions, no product sales, no conflicts of interest. Based in Defiance, Ohio, we work virtually with families across the country. A lot of advisors try to be all things to all people — we don't. Our expertise is helping Christian families make the most of what God has entrusted to them, before and during retirement.

General tax planning Retirement income strategy Social Security optimization Baby Boomers (Born 1946-1964) Christian Faith Based
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Ned W

Series 63, Series 65

Archbold, OH

Childs Investment Group, Inc.

Ned Wyse is a financial advisor with Childs Investment Group, Inc. in Archbold, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with firms including 724 Capital, LLC and National Planning Corporation. Outside of advising, he owns and operates Wyse Refrigeration and Appliance Services, a part-time repair service business. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities. The firm develops tailored financial plans without managing client securities or exercising investment discretion, coordinating with clients’ chosen broker-dealers or third-party advisers for implementation.

General tax planning
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Noah B

Series 63, Series 66

Defiance, OH

Demland Wealth LLC

Noah Buttermore is a financial advisor at Demland Wealth LLC with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Fidelity Investments and Demland Tax, LLC. Demland Wealth is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary portfolio management and comprehensive financial planning, emphasizing strategic asset allocation alongside tactical adjustments using a mix of active and passive investments.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Earl O

CFP®, PFS™, Series 63, Series 65

Bryan, OH

Oberlin Wealth Partners, LLC

Earl Oberlin III is a CFP® and PFS™ credentialed advisor with 48 years of industry experience. He is the sole advisor at Oberlin Wealth Partners, LLC, and has been involved with several related entities including Oberlin Financial International and Oberlin - Turnbull, Inc., where he serves as chairman of a funeral home business. Outside of advisory services, he is active in insurance sales and commercial property management. Oberlin Wealth Partners operates as a single-advisor practice providing discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and insurance-company clients. The firm uses fundamental analysis and a long-term investment approach, offering customized portfolios and specialty services such as retirement-plan fiduciary oversight and family office coordination.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Founder/Business Owner Executive
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Kirk W

Series 66

Archbold, OH

Childs Investment Group, Inc.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

General tax planning
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