Oberlin Financial International, LLC
Firm details
- Headquarters
- Bryan, Ohio
- CRD number
- 294205
- Registered since
- February 6, 2019
- Website
- www.oberlinwealth.com
Firm profile
FINTRXOverview
Oberlin Financial International, LLC is organized as a limited liability company and is registered with the SEC since 2019. FINTRX classifies the firm as unclassified and identifies its owner type as individual. The dataset contains minimal descriptive detail about the firm’s business model: there are no entries for client base, fee structure, advisory activities, or related adviser relationships. FINTRX flags several negative indicators: the firm is not recorded as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant. The firm has not supplied information about its activities or affiliations in the FINTRX record, which limits visibility into its services, target clients, or investment approach.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Earl Oberlin
Chairman & CEOCRD 847192
Contacts
3 of 3Jonathan Powell
Registered RepresentativeCRD 854442

Taryn Bregstein
Registered RepresentativeCRD 5098474

Gary Cuccia
FinOpCRD 1386493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bryan, OH
Williams
Location
Bryan, OH
Headquartered in Bryan, OH, in the Midwest of the United States.
- Region
- Midwest
- County
- Williams
- Address
- 711 Po Box
- Time zone
- ET (UTC-5)
- Office locations
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