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Justin Lee Eigenbrod

Advisor at LPL Enterprise — Saint Marys, OH

Updated today

Credentials

None found

Experience

6 years

Location

Saint Marys, OH 45885

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 864 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Justin Eigenbrod is a financial advisor with LPL Enterprise in Saint Marys, Ohio, holding six years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, Eigenbrod is involved with Platinum Auto Group, an automotive business where he has worked since 2017. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Client services

Based on LPL Enterprise

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

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

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

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Saint Marys, OH

105 N. Chestnut Street

Saint Marys OH 45885

Advisors at this office

5

Most active in

Ohio

Work history

6 years of industry experience

LPL Enterprise

2024 - Present • 2 years

West Chester, OH

Prudential Insurance Company of America

2020 - Present • 6 years

Cincinnati, OH

Pruco Securities, LLC.

2020 - 2024 • 4 years

Cincinnati, OH

Platinum Auto Group

2017 - Present • 9 years

Minster, OH

St. Marys Chrysler

2013 - 2017 • 4 years

Saint Marys, 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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Bradley H

Series 63, Series 65

Lima, OH

Hardy & Hardy Co LLC

Bradley Hardy is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at LPL Financial and The O.N. Equity Sales Company and has been involved with Hardy & Hardy Co LLC since 2007. Hardy also serves as a public notary and is involved in third-party retirement plan administration. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios to client risk tolerance and employing strategies such as dollar-cost averaging and bond/CD laddering, while also offering insurance products and retirement plan administration through an affiliated third-party administrator.

Wealth management Annuities Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k)
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Scott J

Series 63, Series 65

Lima, OH

Hardy & Hardy Co LLC

Scott Jensen is a financial advisor with Hardy & Hardy Co LLC in Lima, Ohio, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at LPL Financial, The O.N. Equity Sales Company, Ohio National Life Insurance, and Mass Mutual. Jensen is also the owner and administrator of H&H Retirement Services, a third-party administrator. Hardy & Hardy Co LLC provides investment advisory services to individuals, trusts, estates, corporations, and profit-sharing plans, managing approximately $269 million in assets. The firm operates on a non-discretionary basis, tailoring portfolios based on client risk tolerance and employing strategies such as dollar-cost averaging and bond laddering, while also offering insurance products and retirement plan administration through affiliated entities.

Wealth management Annuities Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k)
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Phillip T

Series 66

Lima, OH

Trueblood Wealth Management, LLC

Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 18 years of industry experience. He previously worked at Stifel Nicolaus & Co inc for 11 years before joining his current firm in 2022. Trueblood serves on the board of the Lima Shawnee Alumni Legacy Scholarship Fund, which provides college scholarships to high school students. Trueblood Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a variety of investment approaches, including asset allocation, fundamental and quantitative analysis, and may employ options, margin borrowing, and derivatives, while also engaging third-party money managers and custodians for trade execution and reporting.

Equity compensation tax strategy Options & derivatives strategies Active portfolio management Founder/Business Owner Self-Employed Retired
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Erin M

Series 65

Lima, OH

Trueblood Wealth Management, LLC

Erin Mulcahy is a financial advisor at Trueblood Wealth Management, LLC in Lima, Ohio, holding a Series 65 designation. She joined the firm in 2026 and has a background that includes five years at the University of Findlay and four years at Shawnee Country Club, along with experience working in education from 2016 to 2021. Trueblood Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a combination of asset allocation strategies, fundamental and quantitative analysis, and may employ options, margin, and derivatives in client accounts while leveraging third-party money managers and institutional resources.

Equity compensation tax strategy Options & derivatives strategies Active portfolio management Founder/Business Owner Self-Employed Retired
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Hannah D

Series 65

Lima, OH

Trueblood Wealth Management, LLC

Hannah Dunn is a financial advisor at Trueblood Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and began her career at Trueblood Wealth Management in 2024. Prior to entering the financial industry, she worked at Bath & Body Works and Sephora. Trueblood Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans with comprehensive portfolio management and financial planning. The firm uses a combination of asset-allocation strategies, fundamental and quantitative analysis, and employs margin, options, and derivatives where appropriate, alongside third-party managers and institutional research resources.

Equity compensation tax strategy Options & derivatives strategies Active portfolio management Founder/Business Owner Self-Employed Retired
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Phillip T

Series 63, Series 66

Lima, OH

Trueblood Wealth Management, LLC

Phillip Trueblood is a financial advisor with Trueblood Wealth Management, LLC and holds Series 63 and Series 66 designations. He has 57 years of industry experience, including 11 years at Stifel Nicolaus & Co and over four years at his current firm. Outside of his advisory role, he serves as treasurer for the Lima Convalescent Home Foundation and is a public trustee and finance committee member at Northeast Ohio Medical University. Trueblood Wealth Management provides comprehensive portfolio management and financial planning for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of asset allocation techniques and various forms of analysis, with periodic rebalancing, and employs margin, options, and derivatives where appropriate, while utilizing sub-advisors and custodial services for trade execution and reporting.

Equity compensation tax strategy Options & derivatives strategies Active portfolio management Founder/Business Owner Self-Employed Retired
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