Sandusky, OH E Shoreline Drive Office

Team
Updated today

Client AUM

$30,784,600,000

Clients

19,025

Advisors

4

Of 404 advisors across 128 offices

Location

111 E Shoreline Drive, Suite 3

Sandusky OH 44870

Advisors at this office

4

Advisors at this office

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Brett K

Series 63, Series 65

Sandusky, OH

Sanctuary Advisors, LLC

Brett Kinzel is a financial advisor at Sanctuary Advisors, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Sanctuary Advisors in 2025, he spent 16 years at UBS Financial Services Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through over 400 independent advisors. The firm offers a range of portfolio management options and utilizes various analytical approaches, operating as a fiduciary when a written advisory agreement is in place.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Rebecca E

Series 66

Sandusky, OH

Sanctuary Advisors, LLC

Rebecca Elder is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. She previously worked for UBS Financial Services Inc. for 16 years before joining Sanctuary Advisors and Sanctuary Securities in 2025. Outside of her advisory role, she owns a small cleaning business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management programs and employs multiple analytical approaches, serving clients with both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Adam W

Series 66

Sandusky, OH

Sanctuary Advisors, LLC

Adam Wolf is an advisor at Sanctuary Advisors, LLC with a Series 66 credential and less than one year of industry experience. Prior to his current role, he played professional baseball for the Detroit Tigers and Los Bravos de Leon. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and nonprofit organizations. The firm supports a network of over 400 independent advisors who employ various investment approaches and deliver discretionary or non-discretionary portfolio management solutions.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Duane O

Series 63, Series 65

Sandusky, OH

Sanctuary Advisors, LLC

Duane Ohly is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes 16 years at UBS Financial Services, Inc. prior to joining Sanctuary Advisors and Sanctuary Securities in 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through more than 400 independent advisers, utilizing various portfolio management strategies and acting as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
View complete list of advisors at this office
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