Advisor at Trueblood Wealth Management, LLC
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Firm
Trueblood Wealth Management, LLC
Location
Lima, OH 45806
Credentials
Series 65
Industry experience
< 1 year
Hannah Dunn is a financial advisor at Trueblood Wealth Management, LLC in Lima, Ohio. She holds a Series 65 designation and began her career at Trueblood Wealth Management in 2024. Prior to entering the financial industry, she worked at Bath & Body Works and Sephora. Trueblood Wealth Management serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party money managers. The firm employs a multifaceted investment approach that includes asset allocation, fundamental and technical analysis, and both long- and short-term trading strategies.
Based on Trueblood Wealth Management, LLC
Based on Trueblood Wealth Management, LLC
$0+: up to 1.50% annually (Comprehensive Portfolio Management) $0+: up to 1.00% annually (Retirement Plan Consulting)
Fee-only: Advisory fees based on percentage of assets under management, maximums stated as 1.50% and 1.00% respectively, fees are negotiable.
2500 Shawnee Road, Suite A
Lima, OH 45806
Ohio
Trueblood Wealth Management
2024 - Present (2 years)
Bath & Body Works
2024 - 2024 (1 year)
Sephora
2022 - 2024 (2 years)
Undergraduate Education
2018 - 2022 (4 years)
Secondary Education
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
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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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Trueblood Wealth Management, LLC
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