Advisor at Gould Ruma Financial Advisors
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
Gould Ruma Financial Advisors
Location
Toledo, OH 43617
Credentials
Series 66
Industry experience
12 years
Colleen Oberhaus is a financial advisor with Gould Ruma Financial Advisors in Toledo, OH, holding a Series 66 designation and 12 years of industry experience. She previously worked at The Huntington Investment Co. and has been with Gould Ruma and affiliated with LPL Financial since 2017. Oberhaus also provides tax preparation and accounting services as part of her professional activities. Gould Ruma Financial Advisors specializes in financial and tax planning services without managing or custodian client assets. The firm focuses on written planning deliverables and operates on an hourly or fixed-fee basis, referring clients to LPL Financial for investment management when needed.
Based on Gould Ruma Financial Advisors
Fixed fees generally range from $3,000 to $5,000 depending on the range and complexity of services
Associated persons may receive commissions from securities transactions and insurance sales, which are offset against financial planning fees if received within 12 months after planning
Hourly rate of $210 per hour
Fee-only: Hourly fee of $210 per hour; fixed fees generally range from $3,000 to $5,000 based on complexity
3231 Central Park West, Suite 211
Toledo, OH 43617
Ohio
Gould Ruma Financial Advisors, LLC
2017 - Present (9 years)
LPL Financial, llc
2017 - Present (9 years)
The Huntington Investment Co.
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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