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Terry Rumker

Advisor at LPL Financial

Updated today
LPL Financial logo

Firm

LPL Financial

Location

Perrysville, OH

Credentials

CFP®, Series 63, Series 65

Industry experience

12 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Consulting and other non-discretionary advisory services

Fee options

Fixed

Financial planning and consulting services fees may be flat fees up to $10,000, negotiated between client and IAR.

Commissions

Clients may pay commissions, markups, markdowns, and transaction charges for brokerage services; commissions apply particularly if LPL acts as broker-dealer.

Project-based

Financial planning and consulting services fees may be hourly, up to $500 per hour.

Work history

LPL Financial, llc

2019 - Present (7 years)

Mid Atlantic Financial Management, Inc.

2015 - 2019 (4 years)

Mid Atlantic Capital Corporation

2015 - 2019 (4 years)

Rumker Financial Services

1994 - Present (32 years)

Ashland University

1989 - Present (37 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jammi M

Series 66

Mansfield, OH

Merrill

Jammi Mc Clead is a Senior Financial Advisor with the Eichinger-Brafford-McClead Group at Merrill Lynch Wealth Management. She joined Merrill in 2018 and focuses on client relations and thematic investing. Jammi provides access to the investment insights of Merrill and the banking services of Bank of America to develop financial strategies aimed at helping clients achieve their wealth management goals. She works closely with clients' other advisors using a consultative approach to tailor recommendations based on each client's financial situation, preferences, and objectives. Jammi holds the Series 7 and Series 66 FINRA registrations and has earned a Bachelor of Science from Lincoln Memorial University and a Master of Science from Utah State University. She also holds the Personal Investment Advisor (PIA) designation. Her client focus areas include college education planning, family wealth management strategies, services for endowments and non-profits, LGBT wealth planning, personal retirement planning, philanthropic planning, socially responsible investing, special needs planning, and women and wealth. Outside of her professional work, Jammi is involved in coaching soccer as a volunteer assistant coach at the College of Wooster, a state team coach for the Ohio Soccer Association Olympic Development Program, and a coach educator for US Soccer. She is an active member of the Rotary Club of Mansfield and serves on the Walk to End Alzheimer's Planning Committee in Mansfield and North Central Ohio. Jammi resides in Mansfield, Ohio with her husband, son, and family pets. Her personal interests include gardening, golfing, soccer, and spending time with family.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy ESG / Sustainable investing Planning for children with special needs LGBTQIA Women's Finance Women Professionals

Chad W

Series 66

Lexington, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance

James H

Series 63

Bellville, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer

Brinton B

Series 66

Mansfield, OH

Merrill

Brinton Brafford is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his wealth management career at Merrill in 2007 after serving as Assistant Director in the Financial Aid Office at Ashland University. In his role, he manages personalized or defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies to help clients pursue their financial objectives. Brinton holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). As a Retirement Benefits Consultant, he provides personalized service to Plan Sponsors and delivers the firm's ERISA 3(21) Fiduciary Advisory Services. He earned a Bachelor of Arts degree from Ashland University and was part of the Ashbrook Scholar program. He resides in Mansfield, Ohio with his wife, Susan, their two children, and several family pets.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Planning for children with special needs

Mitchell R

Series 66

Bellville, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning

Jared S

Series 66

Mansfield, OH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Founder/Business Owner
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