Beavercreek, OH 3560 Pentagon Blvd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,678 advisors across 10,430 offices

Location

3560 Pentagon Blvd

Beavercreek OH 45431

Advisors at this office

4

Advisors at this office

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Amanda V

Series 63, Series 65

Beavercreek, OH

LPL Financial

Amanda Van Schaik is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with organizations including Wright-Patt Credit Union, CUSO Financial Services, and Nationwide. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Ryan L

Series 63, Series 65

Beavercreek, OH

LPL Financial

Ryan Lavielle is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses, with 21 years of industry experience. His prior work includes roles at Wright-Patt Credit Union, CUSO Financial Services, and WesBanco Securities. He is also the owner of Bella Visione LLC, a home-based business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Robert S

Series 63, Series 66

Beavercreek, OH

LPL Financial

Robert Scarfo is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wright-Patt Credit Union and Cuso Financial Services since 2004. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services.

College savings (529s, UTMA, etc.)
user avatar

John S

Series 63, Series 66

Beavercreek, OH

LPL Financial

John Sagraves is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2025 and concurrently serves Wright-Patt Credit Union, where he has worked since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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