Troy Oehler
Advisor at Meeder Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Meeder Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Dublin, OH 43017
Credentials
Series 63, Series 65
Troy Oehler is a financial advisor at Meeder Advisory Services, Inc. with Series 63 and Series 65 credentials and approximately four years of industry experience. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc., and Joe Reilly. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through various managed account and model portfolio solutions. The firm employs proprietary quantitative methodologies and offers tax-aware, age- or risk-based models, often acting as a discretionary manager while delivering periodic performance reporting to its intermediary clients.
Based on Meeder Advisory Services, Inc.
Under $1,000,000 - $1,000,000: 0.80% $1,000,000 - $2,500,000: 0.70% $2,500,000 - $5,000,000: 0.65% $5,000,000 - $7,500,000: 0.60% $7,500,000 - $10,000,000: 0.55% Over $10,000,000+: 0.45%
Account minimum: $250,000 Minimum fee: Plan level retirement services minimum fee is $2,500 Fee-only: Fixed fee arrangements are available for institutional clients; fees are negotiable and based on factors such as plan size and services
6125 Memorial Dr
Dublin, OH 43017
Ohio
Meeder Advisory Services, Inc.
2024 - Present (2 years)
Thrivent Financial
2023 - 2024 (1 year)
Thrivent Financial
2022 - 2023 (1 year)
Thrivent Investment Management Inc
2022 - 2024 (2 years)
Joe Reilly
2021 - 2022 (1 year)
Pins Mechanical Company
2021 - 2021 (1 year)
Scioto Reserve Country Club
2017 - 2021 (4 years)
School
2010 - 2018 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
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Trust company
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Fund sponsor
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Is not active or affiliated with:
Insurance agent
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Bank
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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