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Lori Lynn Eisel

Lori L. Eisel

ARCADIA FINANCIAL PARTNERS
Pickerington, OH 43147
Some features on this profile are disabled
CRD#: 3037765
Lori Lynn Eisel

Professional summary

Lori Lynn Eisel, CFP®, who also goes by Lori L Clark, Lori L Embrey, Lori Lynn Embrey, is a registered financial advisor currently at ARCADIA FINANCIAL PARTNERS, LLC located in Pickerington, Ohio.

Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Lori has worked at 5 firms and has passed the Series 6 exam.

Core Areas of Focus

Cash Flow/Budgets/Credit Issues
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Tax Planning
Women's Financial Planning Issues

Question & Answer

What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Divorce Planning
Retirement Planning
Education Planning
Investment Planning
Tax Planning
Social Security Planning
Insurance Planning
Are you a "fiduciary"?
Yes

Aliases

Lori L Clark | Lori L Embrey | Lori Lynn Embrey

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lori Lynn Eisel's 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®
CFP®

Certified Financial Planner

Start date: 2004

Experience

Current

February 8, 2017 - Present

ARCADIA FINANCIAL PARTNERS, LLC

Office #1: 60 W Columbus St, Pickerington, OH 43147
RIA
CRD#: 285407
Pickerington, OH
Past

December 14, 2011 - October 19, 2017

HAMILTON CAPITAL

RIA
CRD#: 109116
COLUMBUS, OH
Past

January 9, 2008 - April 3, 2012

FAIRFIELD INVESTMENTS AND WEALTH MANAGEMENT, LLC

RIA
CRD#: 145838
PICKERINGTON, OH
Past

May 15, 2006 - November 30, 2007

SUMMIT FINANCIAL STRATEGIES INC

RIA
CRD#: 110112
COLUMBUS, OH
Past

April 9, 1998 - April 10, 2000

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH

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.

Highlighted states indicate IAR registrations

IAR
Ohio
(2/8/2017)

Exams

General Industry/Product Exam
RR
Series 6
Date: 4/8/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARCADIA FINANCIAL PARTNERS, LLC
ARCADIA FINANCIAL PARTNERS, LLC
ARCADIA FINANCIAL PARTNERS, LLC | EMBREY, LORI LYNN

CRD#: 285407 / SEC#:

Ohio
Registered Investment Advisory firm - (1/6/2017 Approved)
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Contact information

Main Address
60 W Columbus St, Pickerington, OH 43147
Mailing Address
Phone number
(614) 953-9110
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

ARCADIA FINANCIAL PARTNERS, LLC

ARCADIA FINANCIAL PARTNERS, LLC

CRD#: 285407Pickerington, OH 43147

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