user avatar

Michael Thomas Noble

Advisor at Sanctuary Advisors, LLC — Toledo, OH

Updated today

Credentials

Series 63, Series 66

Experience

15 years

Location

Toledo, OH 43604

Sanctuary Advisors, LLC logo

Sanctuary Advisors, LLC

Enterprise

Total advisors

404

Across 128 offices

Clients per advisor

47 Low

Avg AUM per client

$1,618,113 Very High

HNW client ratio

23% High

About

Michael Noble is a financial advisor at Sanctuary Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Morgan Stanley and Morgan Stanley Private Bank since 2012 and 2015, respectively. Noble serves as a board member of International Boxing (IBC), where he is involved in running events and raising funds. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives who develop their own strategies, offering portfolio management through multiple platforms and maintaining a range of analytical approaches and fiduciary practices.

Client services

Based on Sanctuary Advisors, LLC

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

Expertise

Based on Sanctuary Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees for financial planning services, negotiated individually.

Percentage

$10,000 - $49,999: 2.75% $50,000 - $99,999: 2.75% $100,000 - $249,999: 2.75% $250,000+: 2.75%

Project-based

Hourly or fixed fees for financial planning services, negotiated individually.

Performance-based

May charge performance-based fees for Qualified Institutional Buyer clients with at least $100 million in securities.

Location

See office

Toledo, OH

14 Erie Street, Suite 2b

Toledo OH 43604

Advisors at this office

3

Most active in

Ohio · Texas

Work history

15 years of industry experience

Morgan Stanley Private Bank, National Association

2015 - Present • 11 years

New York, NY

Morgan Stanley

2012 - Present • 14 years

Toledo, 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

Douglas S

Series 7, Series 66

Toledo, OH

Stirlingshire Investments

Douglas Shaffer is a financial advisor with Stirlingshire Investments in Toledo, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Valic Financial Advisors, Directions Credit Union, and Ameriprise Financial Services. Outside of his advisory work, he is involved in variable annuities sales with RetireOne and Highland Capital. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a multi-method investment approach, including quantitative, fundamental, technical, and modern portfolio theory, and offers a range of investment options through its Advyzon marketplace.

Retirement income strategy Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Mid-Career Professionals Career Changers Approaching retirement Retired Women's Finance
user avatar

Steven C

Series 66

Maumee, OH

OSAIC

Steven Cochran Jr. is a financial professional at OSAIC with 16 years of industry experience. He holds a Series 7 and Series 66 designation and has been with Savage and Associates since 2010. Outside of his financial career, Cochran serves as a head coach and instructor for a youth hockey team, providing coaching and skating lessons. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools.

General retirement planning Caring for aging parents Multi-generational wealth transfer Life insurance needs analysis Wealth management Founder/Business Owner Executive Retired University Employee Self-Employed Mid-Career Professionals Approaching retirement Established Professionals Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
user avatar

Chad C

Series 65

Maumee, OH

Glass City Capital Management, LLC

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.

Active portfolio management Concentrated stock management
user avatar

Zachary B

Series 63, Series 65

Temperance, MI

Precision Wealth Advisors

Zachary Berry Sr. is a financial advisor at Precision Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services LLC, Northwestern Mutual, Verizon Wireless, and UPS. Precision Wealth Advisors LLC provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, focusing on tailored investment strategies using ETFs, mutual funds, equities, and fixed income. The firm combines fundamental and technical analysis with modern portfolio theory and emphasizes long-term trading, offering clients ongoing portfolio monitoring and regular reporting.

Passive / index investing
user avatar

Andreas J

Series 65

Perrysburg, OH

Juarez, Andreas

Andreas Juarez is a financial advisor at Juarez, Andreas with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at JDA TSG, Amazon LLC, Stellantis, Ohio State University, and Lowe's. Outside of advising, he owns and operates a tax preparation business serving individual clients. His firm, Midwest Guidance LLC, is a state-registered investment adviser that serves individual and high-net-worth clients with a value-oriented investment approach. The firm manages accounts on a discretionary basis and emphasizes fundamental analysis while maintaining conflict controls and client-focused policies.

Active portfolio management
user avatar

Ken R

Series 63, Series 65

Toledo, OH

Reinhart Asset Management LLC

Ken Reinhart is the sole advisor at Reinhart Asset Management LLC in Toledo, OH, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has managed his independent advisory firm since 2004 and has worked at Kohl's Corporation in logistics since 2016. Reinhart Asset Management provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm’s offerings include the SPECTRUM program, featuring three portfolio series that utilize ETFs, mutual funds, stocks, bonds, and cash equivalents, with investment decisions based on a Hybrid Analytical Process combining multiple analytic methods and incorporating tactical strategies.

Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")