Earl Clifford Oberlin Iii
CFP®Professional Summary
Earl Clifford Oberlin III, CFP®, who also goes by Earl Clifford Oberlin, Earl Clifford III Oberlin, is a registered financial advisor currently at OBERLIN WEALTH PARTNERS, LLC located in Bryan, Ohio and OBERLIN FINANCIAL INTERNATIONAL, LLC located in Bryan, Ohio. Earl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1977. Earl has worked at 6 firms and has passed the Series 65, Series 63,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate Planning
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
- Business Succession Planning
- Tax Planning
Other Aliases
Earl Clifford Oberlin, Earl Clifford Iii Oberlin
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
49 years in the financial services industry
Current & Past Employments
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Current Firm
GIA ADVISORS | OBERLIN WEALTH PARTNERS, LLC | OBERLIN FAMILY PARTNERS, LLC
Contact Information
Main Address
208 North Lynn Street, Bryan, OH 43506Mailing Address
Po Box 711, Bryan, OH 43506Phone Number
(419) 636-1141# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
52AUM (Assets Under Management)
$32,281,548Similar Advisors
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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.
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State Registrations and Notice Filings
(3/4/2020)
(5/31/2022)
(3/18/2020)
(1/2/2026)
(2/2/2023)
(4/17/2019)
(4/4/2019)
(6/23/2020)
(10/3/2012)
(4/4/2019)
(5/27/2022)
(2/26/2026)
(1/18/2024)
(2/28/2020)
(3/29/2021)
(8/27/2012)
(2/8/2019)
(10/14/2021)
(2/25/2022)
(3/26/2025)
(6/27/2022)
(11/24/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 79 — Investment Banking Registered Representative Examination
Passed Aug 2018About the Series 79 examSeries 40 — Registered Principal Examination
Passed Nov 1977SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Earl Clifford Oberlin III's CRS (Customer Relationship Summary).
Services Offered by Earl
- Estate Planning
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
- Business Succession Planning
- Tax Planning
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