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Sean O'drobinak

Advisor at Advisory Alpha, LLC — Whitehouse, OH

Updated today

Credentials

Series 65

Experience

3 years

Location

Whitehouse, OH 43571

Advisory Alpha, LLC logo

Advisory Alpha, LLC

Multi-team

Total advisors

66

Across 22 offices

Clients per advisor

133 Very High

Avg AUM per client

$269,985 Very Low

HNW client ratio

5% Very Low

About

Sean O'drobinak is a financial advisor with Advisory Alpha, LLC, holding a Series 65 license and three years of industry experience. His prior work includes roles at Intuitive Surgical and Case Medical, Inc. He is also involved with Citizen Advisory Group and Foresight Insurance, where he provides insurance sales and consulting services. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing a diverse range of managed portfolio strategies.

Client services

Based on Advisory Alpha, LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Advisory Alpha, LLC

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing

Occupation focus

Based on Advisory Alpha, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees generally range from $1,000 to $10,000 for financial planning and specialty solutions; negotiable.

Percentage

0.10% to 1.70% depending on services provided; fees negotiable and disclosed in advisory agreement

Project-based

Hourly fees between $50 and $400 per hour for certain specialty solutions and financial planning.

Other

Minimum fee: Minimum annual fee may be implemented or waived at discretion of investment advisor representative; disclosed in advisory agreement. Fee-only: Financial planning and specialty solutions may be charged hourly ($50 to $400 per hour) or fixed fees ($1,000 to $10,000), negotiable and disclosed in advisory agreement.

Location

See office

Whitehouse, OH

6636 Providence Dr

Whitehouse OH 43571

Advisors at this office

1

Most active in

Ohio

Work history

3 years of industry experience

Advisory Alpha LLC

2022 - Present • 4 years

Holland, MI

Citizen Advisory Group

2021 - Present • 5 years

Perrysburg, OH

Foresight Insurance

2021 - Present • 5 years

Whitehouse, OH

Intuitive Surgical

2017 - 2022 • 5 years

Sunnyvale, CA

Case Medical, Inc

2009 - 2017 • 8 years

Maumee, 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
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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)
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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

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
user avatar

Jason B

CFA®, Series 63

McClure, OH

Stirling Bridge Wealth Partners, LLC

Jason Born is a CFA charterholder and Series 63 licensee with 13 years of industry experience. He has been the sole advisor at Stirling Bridge Wealth Partners, LLC since 2015. Outside of advisory work, he is a self-published author of non-investment related material. Stirling Bridge Wealth Partners provides discretionary portfolio management and integrated financial planning primarily for high-net-worth individuals, families, and some charitable organizations. The firm employs a mix of fundamental, cyclical, and quantitative analysis within documented investment policy statements and uses both long- and short-term trading and options strategies under discretionary authority.

Options & derivatives strategies Tax-loss harvesting Wealth management
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