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Paul A
Series 66
Sandusky, OH
LPL Financial
Paul Appel is a financial advisor with LPL Financial in Sandusky, OH. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Ernst & Young. Outside of his advisory work, he serves as a coach in sports and fitness for Avon Lake City Schools. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing research from LPL Research and third-party subadvisors.
Jason K
Series 66
Sandusky, OH
LPL Financial
Jason Kuhnle is a financial advisor with LPL Financial based in Sandusky, Ohio. He holds a Series 66 designation and has 26 years of industry experience. Since 2015, he has worked at both LPL Financial and Civista Bank, where he serves as Director of Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, including retirement plan consulting and brokerage services, featuring both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
Kimberly W
Series 63, Series 65
Sandusky, OH
LPL Financial
Kimberly Weithman is a financial advisor with LPL Financial in Sandusky, Ohio, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at PNC Investments and CUSO Financial Services. She is also involved with Civista Bank and Civista Wealth Management in capacities outside of her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and various technology solutions.
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