Centerville, OH Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

4

Of 3,118 advisors across 855 offices

Location

6728 Loop Road, Suite 103

Centerville OH 45459

Advisors at this office

4

Advisors at this office

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Austin B

Series 63, Series 65

Centerville, OH

LPL Enterprise

Austin Bernth is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, JPMorgan Chase Bank NA, and Northwestern Mutual. He served four years in the United States Marine Corps before transitioning to the financial sector. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios, combining advisory and brokerage services on an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jerry R

Series 66

Centerville, OH

LPL Enterprise

Jerry Rude is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he worked at Ulteig Engineers, Inc and Woolpert. Outside of his advisory role, he is the owner and author of The Whitetail Detail. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Austin C

Series 65, Series 63

Centerville, OH

LPL Enterprise

Austin Cline is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and four years of industry experience. His prior experience includes roles at Northwestern Mutual various entities from 2020 to 2024, as well as positions at Pruco Securities LLC and The Prudential Insurance Company of America. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Ryan S

Series 63, Series 65

Centerville, OH

LPL Enterprise

Ryan Schebo is a financial advisor with LPL Enterprise in Centerville, OH, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Schebo is also the owner of Modern Money Wealth Advisors, a DBA entity for his LPL business. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm uses a platform combining proprietary research, model portfolios, and third-party management, alongside sales of various financial products and insurance through affiliated entities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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