Advisor at Trueblood Wealth Management, LLC
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Firm
Trueblood Wealth Management, LLC
Location
Lima, OH 45806
Credentials
Series 63, Series 66
Industry experience
57 years
Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 57 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc for 11 years. Outside of his advisory role, he serves as Treasurer for the Lima Convalescent Home Foundation and is a public trustee and finance committee member for Northeast Ohio Medical University. Trueblood Wealth Management advises individuals, trusts, corporations, and retirement plans, managing approximately $430.8 million in assets across about 296 client relationships. The firm uses a combination of asset allocation, fundamental and quantitative analysis, and both long- and short-term strategies to align portfolios with client objectives.
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, LLC
2022 - Present (4 years)
Stifel Nicolaus & Co inc
2011 - 2022 (11 years)
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Is active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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
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CFP®, Series 66
Lima, OH
Reservoir Wealth Management
Series 66
Lima, OH
Trueblood Wealth Management, LLC
Series 63, Series 65
Lima, OH
Hardy & Hardy Co LLC
Series 65
Lima, OH
Trueblood Wealth Management, LLC
Series 63, Series 65
Lima, OH
Hardy & Hardy Co LLC
Series 65
Lima, OH
Reservoir Wealth Management
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