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Lisa Anne Grassbaugh

Advisor at Ameriprise — Killbuck, OH

Updated today

Credentials

Series 63

Experience

35 years

Location

Killbuck, OH 44637

Ameriprise logo

Ameriprise

Institution

Total advisors

13,128

Across 4,276 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Lisa Grassbaugh is a financial advisor with Ameriprise, holding a Series 63 designation and 35 years of industry experience. Her prior roles include long tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company. She serves as a trustee on the boards of Holmes-Wayne Electric Cooperative, Inc. and the Holmes County Education Foundation and manages a family farm and a FarmView LLC Airbnb business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement planning advice through a centralized team in collaboration with advisors. The firm’s approach involves comprehensive analysis and non-discretionary implementation focused on dependable income and tax-aware withdrawal strategies within a defined investment universe.

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

Killbuck, OH

165 N Main St

Killbuck OH 44637

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

user avatar

Andrew M

CFP®, Series 63

Berlin, OH

ON Investment Management CO

Andrew Miller is a CFP® certificant with 17 years of experience in the financial services industry. He is affiliated with ON Investment Management CO and has a background that includes roles at The O.N. Equity Sales Company, Hummel Wealth Management, and Hummel Insurance Group since 2008. Outside of finance, Miller serves as a fiscal officer for Sugarcreek Township, managing township accounting. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular plans and access to third-party investment programs, serving both discretionary and non-discretionary client accounts.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Logan M

Series 63, Series 65

Berlin, OH

ON Investment Management CO

Logan Mast is a financial advisor with ON Investment Management CO, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Hummel Wealth Management, the ON Equity Sales Company, and the Hummel Group. Outside of his advisory role, he operates a small hobby business brokering dogs, connecting breeders with buyers. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides both discretionary and non-discretionary management through a combination of third-party programs and registered representatives, maintaining a dual-registration model that integrates broker-dealer activities with advisory services.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

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, holding a Series 63 designation and bringing 37 years of industry experience. He 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 non-profits. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with proprietary research tools and a variety of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Self-Employed Financial Professional
user avatar

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 is the owner of an accounting firm, Bromund & Byler, Inc., and serves as a director of the Holmes County Airport Authority. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to project potential outcomes and supports clients through various advisory programs and institutional portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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