Jeff D. Olbina

PNC WEALTH MANAGEMENT LLC

INDIANAPOLIS, IN 46219

Some features on this profile are disabled

CRD#: 2243732

Professional summary

Jeff David Olbina, who also goes by Jeffrey David Olbina, Jeffrey Olbina, is a registered financial advisor currently at PNC WEALTH MANAGEMENT LLC located in Indianapolis, Indiana.

Jeff is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jeff has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey David Olbina | Jeffrey Olbina

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 05-18-2022-Indiana Members Investment Services- Investment Related-Business Location(s)- DBA for LPL Business (entity for LPL business)-

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff David Olbina's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jeff David Olbina's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 23, 2024 - Present

PNC WEALTH MANAGEMENT LLC

Office #1: 950 N Shadeland Ave, Indianapolis, IN 46219Office #2: 6170 North Keystone Avenue, Indianapolis, IN 46220Office #3: 10002 East Washington Street, Indianapolis, IN 46229

RIA

CRD#: 129052

INDIANAPOLIS, IN

Current

May 23, 2024 - Present

PNC WEALTH MANAGEMENT LLC

Office #1: 950 N Shadeland Ave, Indianapolis, IN 46219Office #2: 6170 North Keystone Avenue, Indianapolis, IN 46220Office #3: 10002 East Washington Street, Indianapolis, IN 46229

RIA

CRD#: 129052

INDIANAPOLIS, IN

Past

May 18, 2022 - May 17, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

Indianapolis, IN

Past

May 18, 2022 - May 17, 2024

LPL FINANCIAL LLC

CRD#: 6413

Indianapolis, IN

Past

February 12, 2016 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

Indianapolis, IN

Past

February 12, 2016 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

Indianapolis, IN

Past

July 5, 2013 - February 9, 2016

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

INDIANAPOLIS, IN

Past

July 5, 2013 - February 9, 2016

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

INDIANAPOLIS, IN

Past

February 18, 2010 - July 2, 2013

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

ANDERSON, IN

Past

February 18, 2010 - July 2, 2013

KEY INVESTMENT SERVICES LLC

CRD#: 136300

ANDERSON, IN

Past

January 29, 2009 - February 24, 2010

M&I FINANCIAL ADVISORS, INC

RIA

CRD#: 16517

INDIANAPOLIS, IN

Past

July 9, 2008 - February 24, 2010

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

INDIANAPOLIS, IN

Past

April 25, 2008 - July 11, 2008

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

INDIANAPOLIS, IN

Past

April 25, 2008 - July 11, 2008

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

INDIANAPOLIS, IN

Past

July 6, 2005 - April 15, 2008

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

INDIANAPOLIS, IN

Past

July 6, 2005 - April 15, 2008

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

INDIANAPOLIS, IN

Past

April 27, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

INDIANAPOLIS, IN

Past

May 18, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

February 11, 2003 - May 11, 2004

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

June 15, 2001 - February 20, 2003

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

November 3, 1995 - June 28, 2001

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

July 20, 1992 - November 16, 1995

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PNC WEALTH MANAGEMENT LLC

PNC INVESTMENTS | PNC WEALTH MANAGEMENT LLC | PNC WEALTH MANAGEMENT | PNC INVESTMENTS LLC

CRD#: 129052 / SEC#: 801-66195, 8-66195

RIA

Registered Investment Advisory firm - SEC (9/17/2003 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Indiana
(5/23/2024)

IAR

Indiana
(5/23/2024)

Missouri
(1/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/13/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/1/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/17/1992

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PNC WEALTH MANAGEMENT LLC

PNC INVESTMENTS | PNC WEALTH MANAGEMENT LLC | PNC WEALTH MANAGEMENT | PNC INVESTMENTS LLC

CRD#: 129052 / SEC#: 801-66195, 8-66195

RIA

Registered Investment Advisory firm - SEC (9/17/2003 Approved)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

300 Fifth Avenue 26th Floor, Pittsburgh, PA 15222-2722

Mailing Address

1900 E. 9th Street 17th Floor, Cleveland, OH 44114

Phone number

(800) 762-6111

Established

Delaware since 09/17/2003

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

1,585

SEC notice filing (53 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

PORTFOLIO SOLUTIONS (10/17/2025)

PNC DIRECTIONS (10/17/2025)

GUIDED SOLUTIONS (10/17/2025)

PORTFOLIO SOLUTIONS STRATEGIST (10/17/2025)

CAPITAL DIRECTIONS ANNUITIES (10/17/2025)

CAPITAL DIRECTIONS (10/17/2025)

Direct owners and executive officers

Name	Position	CRD#
PNC BANK, NATIONAL ASSOCIATION	PARENT
BARNHART, TODD MARTIN	BOARD OF MANAGERS	6166298
FLYNN, SEAN	CHIEF COMPLIANCE OFFICER & BOARD OF MANAGERS	2790159
GUERRINI, RICHARD ROBERT	PRESIDENT, CEO, BOARD OF MANAGERS	1990015
HOLODINSKI, JOHN PAUL	BOARD OF MANAGERS	2494707
MITCHELL, JESSICA	BOARD OF MANAGERS	6624246
RAMOS, REGIS RESENDE	CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, FINOP	5205169
RICHARDSON, MARGARET MARY	CHIEF OPERATING OFFICER/BOARD OF MANAGERS	6002933
RODGERS, STEPHANIE ELIZABETH	BOARD OF MANAGERS & SECRETARY	6004741
SANTILLO, ROBERT WILSON	BOARD OF MANAGERS	5379581
SCHAFER, DAVID JOSEPH	CHIEF OPERATIONS OFFICER, PRINCIPAL OPERATIONS OFFICER	1368781
THOMPSON, LEIGH CHASE	CHIEF LEGAL OFFICER	6534162
WEIDNER, KIMBERLY LYNN	CHIEF RISK OFFICER & BOARD OF MANAGERS	4080314

Regulatory assets under management

Total Number of Accounts	157,533
AUM (Assets Under Management)	$ 26,533,775,810

Disclosures

Regulatory Event	13
Arbitration	6

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2024	Cover Page	Report
09/20/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

John Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Brian Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

John Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeff D. Olbina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff David Olbina's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Jeff David Olbina's CRS (Customer Relationship Summary).

Certified licenses

Experience

PNC WEALTH MANAGEMENT LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

M&I FINANCIAL ADVISORS, INC

M&I FINANCIAL ADVISORS, INC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

FIFTH THIRD SECURITIES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

ROBERT W. BAIRD & CO. INCORPORATED

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

PNC WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/13/2007

Series 63

Date: 9/1/1992

SIE

Date: 10/1/2018

Series 7

Date: 7/17/1992

FINRA

Current Firm

PNC WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

PNC WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors