Advisor at Streamline Financial Strategies Ltd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Streamline Financial Strategies Ltd
Location
Ada, OH 45810
Credentials
Series 65
Industry experience
< 1 year
Brynn Thompson is the sole advisor at Streamline Financial Strategies Ltd in Ada, Ohio, holding a Series 65 designation with one year of industry experience. Prior to founding Streamline Financial Strategies in 2025, Thompson worked at Streamline Insurance Solutions and AE Curbside, and also spent several years in adult probation and parenting roles. In addition to advisory services, Thompson is a licensed insurance agent, dedicating part of their time to insurance sales. Streamline Financial Strategies Ltd provides discretionary investment advisory services and tailored portfolio management for individuals and high-net-worth clients. The firm employs various investment methods and may utilize third-party money managers and sub-advisors in its discretionary managed-account programs.
Based on Streamline Financial Strategies Ltd
$0 - $499,999: 1.25% annually $500,000 - $1,499,999: 1.00% annually $1,500,000+: 0.75% annually
108 East Highland Avenue
Ada, OH 45810
Ohio
Streamline Financial Strategies Ltd
2025 - Present (1 year)
Streamline Insurance Solutions
2024 - Present (2 years)
AE Curbside
2019 - 2021 (2 years)
Parenting
2016 - 2024 (8 years)
Hancock County Adult Probation
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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