Madison, OH Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

2

Of 3,105 advisors across 853 offices

Location

201 Water Tower Dr, Suite 108

Madison OH 44057

Advisors at this office

2

Advisors at this office

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David B

Series 63, Series 65

Madison, OH

LPL Enterprise

David Branham is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and has worked at firms including The Prudential Insurance Company of America, Mass Mutual Investors Services, Equitable Advisors, and Western & Southern Life. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory programs with brokerage and insurance products.

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

Series 66

Madison, OH

LPL Enterprise

Jack Schumacher is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as work experience outside finance at Aracri Pizzeria and Amazon. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to managed portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

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