Advisor at Trueblood Wealth Management, LLC
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Firm
Trueblood Wealth Management, LLC
Location
Lima, OH 45806
Credentials
Series 66
Industry experience
18 years
Phillip Trueblood is a financial advisor at Trueblood Wealth Management, LLC with 18 years of industry experience. Prior to founding his firm in 2022, he worked at Stifel Nicolaus & Co Inc for 11 years. He serves as a board member of the Lima Shawnee Alumni Legacy Scholarship Fund, a college scholarship organization for high school students. Trueblood Wealth Management advises individuals, trusts, corporations, and employer-sponsored retirement plans, providing portfolio management, retirement plan consulting, and financial planning. The firm employs a comprehensive investment process that integrates asset allocation with fundamental, technical, quantitative, and sector analysis, using various trading strategies and third-party money managers to meet 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 · Texas
Trueblood Wealth Management, LLC
2022 - Present (4 years)
Purshe Kaplan Sterling Investments, Inc
2022 - Present (4 years)
Stifel Nicolaus & Co inc
2011 - 2022 (11 years)
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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.
CFP®, Series 66
Lima, OH
Reservoir Wealth Management
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
Series 63, Series 66
Lima, OH
Trueblood Wealth Management, LLC
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