Perrysburg, OH Kensington Lane Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

7

Of 22,716 advisors across 10,440 offices

Location

28300 Kensington Lane #100

Perrysburg OH 43551

Advisors at this office

7

Advisors at this office

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Brad K

Series 63

Perrysburg, OH

LPL Financial

Brad Kersten is a financial advisor at LPL Financial with 30 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 1996. In addition to his advisory role, he operates Kersten Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Kevin K

Series 63

Perrysburg, OH

LPL Financial

Kevin Kersten is a financial advisor with LPL Financial in Perrysburg, Ohio, holding a Series 63 designation and 25 years of industry experience. He has worked at Linsco/Private Ledger since 2000 and operates a separate business, Kersten Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research.

College savings (529s, UTMA, etc.)
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Abigail W

Series 66

Perrysburg, OH

LPL Financial

Abigail Wade is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services, Inc. and Vineyard Vines. Outside of her advisory role, she is involved with R. M. Wade & Company, Ltd. in Boca Raton, Florida. LPL Financial serves individuals, retirement plans, banks, credit unions, 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, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Dennis K

Series 63

Perrysburg, OH

LPL Financial

Dennis Kersten is a financial advisor with LPL Financial in Perrysburg, Ohio, holding a Series 63 designation and over 49 years of industry experience. He has been with LPL Financial and its predecessor entities since 1993. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management approaches and research from multiple sources.

College savings (529s, UTMA, etc.)
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Jeremy A

CFP®, Series 63, Series 65

Perrysburg, OH

LPL Financial

Jeremy Ayers is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial since 2008. Based in Perrysburg, OH, he holds Series 63 and Series 65 licenses and previously worked with MassMutual Brokerage in a non-variable insurance capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and diverse investment strategies.

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

Series 63, Series 65

Perrysburg, OH

LPL Financial

Robert Wade is a financial advisor with LPL Financial in Perrysburg, Ohio, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has been with LPL Financial since 2001. Wade is also involved in insurance sales, operating under R. M. Wade & Company, Ltd., specializing in non-variable insurance products including life insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with access to research and model portfolios.

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

Todd S

Series 63

Perrysburg, OH

LPL Financial

Todd Sattler is a financial advisor with LPL Financial in Perrysburg, Ohio, holding a Series 63 designation and over 33 years of industry experience. He has worked at LPL Financial since 1993 and has operated Sattler & Associates since 1985. Outside of his advisory role, he is involved in tax preparation and accounting through Sattler Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various management strategies.

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