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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Trueblood is a financial advisor with Trueblood Wealth Management, LLC, headquartered in Lima, Ohio. Phillip has been in the financial industry since 2007. Phillip holds a Series 7, Series 66 and Series 52 and Series 99 registrations with FINRA and has been registered with the state of Ohio and Texas. Phillip provides financial advice and guidance to a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth. Phillip also provides portfolio management services to individuals. Phillip is a member of the Lima Shawnee Alumni Legacy Scholarship Fund board.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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OH
06/03/2022 - Present
Trueblood Wealth Management, LLC (LIMA OH)
OH
05/11/2022 - 12/31/2023
PURSHE KAPLAN STERLING INVESTMENTS (Lima OH)
OH
07/28/2011 - 05/10/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LIMA OH)
OH
01/01/2008 - 07/29/2011
WELLS FARGO ADVISORS, LLC (LIMA OH)
OH
12/10/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LIMA OH)
BOTH
Issued 12/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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