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Robin C Hovis

Advisor at LPL Financial — Millersburg, OH

Updated today

Credentials

Series 63

Experience

37 years

Location

Millersburg, OH 44654

LPL Financial logo

LPL Financial

Institution

Total advisors

22,663

Across 10,416 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

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.

Client services

Based on LPL Financial

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

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Millersburg, OH

212 North Washington Street

Millersburg OH 44654

Advisors at this office

1

Most active in

Ohio · Texas

Work history

37 years of industry experience

LPL Financial

2022 - Present • 4 years

Millersburg, OH

Edward D. Jones & CO., L.P.

1988 - 2022 • 34 years

Millersburg, 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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Andrew M

CFP®, Series 63

Berlin, OH

On Investment Management CO

Andrew Miller is a CFP® professional with 17 years of experience in the financial services industry. He is affiliated with On Investment Management CO and has worked concurrently at The O.N. Equity Sales Company, Hummel Wealth Management, and Hummel Insurance Group since 2008. Outside of finance, Miller has operated Beachy's Country Chalet and Miller Mowing for over two decades and serves as the fiscal officer for Sugarcreek Township. On Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm utilizes a dual-registration model combining broker-dealer activity and advisory services, offering both discretionary and non-discretionary management through third-party programs.

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 in Berlin, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Hummel Wealth Management, the ON Equity Sales Company, and Hummel Group. Outside of his advisory duties, he maintains a hobby as a dog broker, connecting breeders with buyers through advertising and direct communication. On Investment Management CO is a multi-team firm serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs often integrated with affiliated broker-dealer activities.

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

Millersburg, OH

Primerica Advisors

David Yoder is a financial advisor with Primerica Advisors in Millersburg, OH, holding 14 years of industry experience. He has worked with Primevision Financial Group since 2025 and PFS Investments Inc. since 2012, and prior to that was employed with Alpine Cabinets. Outside of his advisory work, Yoder owns Yoder CAD Design LLC, a custom cabinetry business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and uses model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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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Deborah M

Series 63, Series 65

Baltic, OH

Ameriprise

Deborah Meitzler is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior experience includes roles at Morgan Stanley and 3 Sixty LLC before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data, emphasizing tax-aware withdrawal strategies and requires clients to meet specific asset minimums for participation.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lisa G

Series 63

Glenmont, OH

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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