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Stephen Bradley Hess

Advisor at Cambridge Investment Research Advisors — Bryan, OH

Updated today

Credentials

CFP®, Series 66

Experience

28 years

Location

Bryan, OH 43506

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,913

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Stephen Hess is a CFP® with 28 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. He has held various roles including independent insurance agent and shareholder in a financial services corporation. Hess serves as Chairman of the Bryan Area Foundation board and contributes as a committee member at Trinity Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and advisory services delivered by a network of independent professionals. The firm offers a range of portfolio management solutions across multiple platforms, combining proprietary model strategies with access to third-party managers.

Client services

Based on Cambridge Investment Research Advisors

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

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Bryan, OH

516 E High St

Bryan OH 43506

Advisors at this office

6

Most active in

Ohio · Texas

Work history

28 years of industry experience

CAMBRIDGE INVESTMENT RESEARCH Advisors, INC

2010 - Present • 16 years

Fairfield, IA

Cambridge Investment Research, Inc

2010 - Present • 16 years

Fairfield, IA

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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Blake R

CFP®, Series 65, Series 66

Bryan, OH

Cambridge Investment Research Advisors

Blake Rockey is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, bringing four years of industry experience. He previously worked at Premiere Group and Bryan City Schools/FCCC. Outside of his advisory role, he owns and operates an ice cream truck business called Pink Penguin Ice Cream. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a range of portfolio management and model-based solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Jason D

CFP®, EA

Defiance, OH

Demland Wealth LLC

Demland Wealth is a flat-fee, fee-only fiduciary firm helping Christians retire well and give generously. We serve Christian households who are retired or within five years of retirement — typically with $1 million or more in investable assets — combining retirement income planning, proactive year-round tax strategy, charitable giving, and Biblically Responsible Investing into one comprehensive plan. Our team holds the CFP®, Certified Kingdom Advisor® (CKA®), and Enrolled Agent (EA) credentials, so tax planning is a core competency, not an afterthought. Clients pay one transparent flat annual fee that doesn't increase as their portfolio grows — no commissions, no product sales, no conflicts of interest. Based in Defiance, Ohio, we work virtually with families across the country. A lot of advisors try to be all things to all people — we don't. Our expertise is helping Christian families make the most of what God has entrusted to them, before and during retirement.

General tax planning Retirement income strategy Social Security optimization Baby Boomers (Born 1946-1964) Christian Faith Based
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Ned W

Series 63, Series 65

Archbold, OH

Childs Investment Group, Inc.

Ned Wyse is a financial advisor with Childs Investment Group, Inc. in Archbold, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with firms including 724 Capital, LLC and National Planning Corporation. Outside of advising, he owns and operates Wyse Refrigeration and Appliance Services, a part-time repair service business. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities. The firm develops tailored financial plans without managing client securities or exercising investment discretion, coordinating with clients’ chosen broker-dealers or third-party advisers for implementation.

General tax planning
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Noah B

Series 63, Series 66

Defiance, OH

Demland Wealth LLC

Noah Buttermore is a financial advisor at Demland Wealth LLC with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Demland Wealth, he worked at Fidelity Investments and held roles in various industries including automotive and accounting. Demland Wealth is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management and comprehensive financial planning. The firm focuses on strategic asset allocation complemented by tactical adjustments and combines active and passive investment vehicles alongside fundamental and technical analysis.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Earl O

CFP®, PFS™, Series 63, Series 65

Bryan, OH

Oberlin Wealth Partners, LLC

Earl Oberlin III is a CFP® and PFS™ credentialed advisor with 48 years of industry experience. He is the principal of Oberlin Wealth Partners, LLC in Bryan, Ohio, where he has served since 2012. Mr. Oberlin has an extensive career that includes founding and leading several related entities, including Oberlin Holding Corp. and Oberlin Investments, LLC. Outside of his advisory work, he is chairman of Oberlin - Turnbull, Inc., a funeral home business. Oberlin Wealth Partners provides discretionary investment management, financial planning, retirement plan advisory, family office, and institutional consulting services primarily to individuals, high-net-worth clients, trusts, estates, insurance companies, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio management tailored to clients’ risk tolerance and objectives, operating as a single-advisor practice with a focus on customized solutions.

Wealth management Family Business Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Private / alternative investments Founder/Business Owner Executive Financial Professional
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Kirk W

Series 66

Archbold, OH

Childs Investment Group, Inc.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

General tax planning
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