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Lisa Anne Grassbaugh

Advisor at Ameriprise — Glenmont, OH

Updated today

Credentials

Series 63

Experience

35 years

Location

Glenmont, OH

Ameriprise logo

Ameriprise

Institution

Total advisors

12,770

Across 4,082 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Lisa Grassbaugh is a financial advisor with Ameriprise in Glenmont, OH, holding a Series 63 designation and 34 years of industry experience. She previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for 26 years before joining Ameriprise in 2016. Outside of her advisory role, she serves as a trustee on the boards of Holmes-Wayne Electric Cooperative, Inc. and the Holmes County Education Foundation, and is involved in family farm operations and an Airbnb business through FarmView LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Glenmont, OH

Glenmont OH

Advisors at this office

1

Most active in

Ohio

Work history

35 years of industry experience

Ameriprise

2020 - Present • 6 years

Killbuck, OH

Ameriprise Financial Services, Inc.

2016 - 2020 • 4 years

Killbuck, OH

MetLife Securities Inc.

1990 - 2016 • 26 years

Killbuch, OH

Metropolitan Life Insurance Company

1990 - 2016 • 26 years

Killbuck, 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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Zachary S

Series 66

Millersburg, OH

Cetera

Zachary Schuch is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation. Prior to joining Cetera, he held roles at Inogen and the Commercial and Savings Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robin H

Series 63

Millersburg, OH

LPL Financial

Robin Hovis is a financial advisor with LPL Financial in Millersburg, OH, holding a Series 63 license and 37 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 34 years before joining LPL Financial in 2022. Outside of his advisory role, he owns Hovis Supply Co LLC, a catalog supply service for nonprofits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, leveraging model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)

Benson B

Series 66

Millersburg, OH

Edward Jones

Benson Beachy is a financial advisor at Edward Jones in Millersburg, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at First Choice Exteriors and has extensive experience in the restaurant industry. He is the owner of The Crust Baking Co., a wholesale food business where he manages equipment maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John B

Millersburg, OH

Raymond James Financial

John Byler is a financial advisor with Raymond James Financial in Millersburg, Ohio, holding 25 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and Raymond James Financial since 2009. Outside of advising, he owns an accounting firm, Bromund & Byler, Inc., and holds ownership or partnership roles in several businesses, including manufacturing and accounting services, as well as serving as a director of the Holmes County Airport Authority. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional clients. The firm offers financial planning and non-discretionary investment consulting, with an emphasis on tailored advice supported by firm research and a broad affiliate network.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Cody A

Series 65

Shreve, OH

Austin Wealth Solutions

Cody Austin is a financial advisor at Austin Wealth Solutions with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Retirement Wealth Advisors, L.M. Kohn & Company, and the University of Akron, among others. Outside of advising, he is involved with the Troy Miller Agency, where he provides insurance sales and financial management consulting. Austin Wealth Solutions offers discretionary portfolio management and third-party adviser selection for individuals, corporations, and charitable organizations. The firm integrates investment management with insurance and employee benefits coaching, utilizing an asset-allocation approach and actively monitoring portfolios through Altruist LLC’s Model Marketplace.

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