user avatar

Sarah Marcum

Advisor at OSAIC Institutions, INC.

Updated today

Location

Waverly, OH 45690

Credentials

Series 66

Industry experience

5 years

About

Sarah Marcum is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors, Raymond James Financial Services, Compass Investment Group, Infinex Investments, and First National Bank of Waverly. Outside of finance, she was involved with Roosters-- We Be Wings, LLC from 2015 to 2017. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s dual broker-dealer and adviser status and predominance of non-discretionary assets distinguish its approach to serving clients.

Client services

Based on OSAIC Institutions, INC.

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

Expertise

Based on OSAIC Institutions, INC.

Annuities Tax-loss harvesting

Occupation focus

Based on OSAIC Institutions, INC.

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.

Percentage

$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program

Commissions

Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.

Project-based

Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.

Other

Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.

Location

107/111 North Market Street

Waverly, OH 45690

Most active in

Ohio

Work history

First National Bank of Waverly

2023 - Present (3 years)

Infinex Investments, inc.

2023 - Present (3 years)

Raymond James Financial Services Advisors, Inc.

2023 - 2023 (1 year)

Compass Investment Group

2023 - 2023 (1 year)

Raymond James Financial Services, Inc.

2023 - 2023 (1 year)

Wells Fargo Advisors

2018 - 2023 (5 years)

Roosters-- We Be Wings, LLC

2015 - 2017 (2 years)

Ohio University

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brandon A

Series 66

Waverly, OH

Edward Jones

Brandon Adkins is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial, J.P. Morgan Securities, and Compass Investment Group prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner Oil & Gas
user avatar

Tyler W

Series 63, Series 66

Waverly, OH

LPL Financial

Tyler Williams is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at WesBanco Securities, Inc. and U.S. Bancorp Investments, Inc. He serves as a board member of Pike Water Inc., a nonprofit organization in Piketon, Ohio. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products and services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Daniel R

Series 63

Waverly, OH

LPL Financial

Daniel Robinson II is a financial advisor with LPL Financial in Waverly, Ohio, holding a Series 63 designation and 29 years of industry experience. He has worked with LPL Financial since 2000 and has been associated with Homeland Credit Union since 2011. Outside of his advisory role, he is a business owner of Three Dog Farms, LLC, a home-based venture. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Ronald E

Series 63

Waverly, OH

Edward Jones

Ronald Endicott is a financial advisor with Edward Jones in Waverly, Ohio, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a board member of Miracle City Academy in Piketon, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,000 financial advisors.

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

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")