Justin Robert Wissman
Advisor at LPL Enterprise — Saint Marys, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Saint Marys, OH 45885
LPL Enterprise
Institution
Justin Wissman is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has recently begun his career in the financial industry and has diverse work experience including roles at Clopay Corporation and various educational institutions. Outside of his advisory role, he maintains employment with Clopay Corporation. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product facilitation through affiliated entities.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
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.
Saint Marys, OH
105 N. Chestnut Street
Saint Marys OH 45885
Advisors at this office
5
Ohio
< 1 year of industry experience
LPL Enterprise LLC
2026 - Present • 1 year
Minster, OH
LPL Enterprise LLC
2025 - 2026 • 1 year
Columbus, OH
The Ohio State University
2025 - Present • 1 year
Columbus, OH
Wright State Community College
2023 - 2025 • 2 years
Dayton, OH
Edison State Community College
2021 - 2023 • 2 years
Piqua, OH
Clopay Corporation
2021 - Present • 5 years
Troy, OH
Fazoli's
2018 - 2021 • 3 years
Troy, OH
Miami East High School
2017 - 2021 • 4 years
Casstown, OH
Miami East Middle School
2015 - 2017 • 2 years
Casstown, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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