EO
Earl C. Oberlin
OBERLIN WEALTH PARTNERS
Bryan, OH 43506
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CRD#: 847192
EO
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, Series 99TO, Series 52TO, Series 7TO, Series 79, SIE, Series 27, Series 24, Series 4, Series 53 and Series 40 exams.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Business Succession Planning
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Earl Clifford Oberlin | Earl Clifford Iii Oberlin
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) Mr. Oberlin is dually registered with Oberlin Financial International, LLC ("OFI") and Oberlin Wealth Partners, LLC ("OWP"). Mr. Oberlin has served as an investment advisor representative for OWP and as a registered representative for OFI since April 2018. Business is conducted from Bryan, OH 43506. Approximately 10% of Mr. Oberlin's time is for services as a registered representative. 2) Oberlin Financial International, LLC; Not investment-related; Bryan, OH 43506; Insurance sales; Implementation of insurance recommendations; 1 hour per month, 0 during trading hours; Licensed insurance agent 3. Oberlin - Turnbull, LLC - Not investment-related; Bryan, OH 43506; Funeral Home Ownership; 1 hour per month, 0 during trading hours; Chairman 4. ECO Building Co. - Not investment-related; Bryan, OH 43506 - Commercial and Apartment Building owner and manager; Member/Owner. 5. Oberlin Properties, LTD. - Not investment-related - Bryan, OH 43506 - Holding Company for Commercial and Residential Buildings. - Member 6. Oberlin Investments, LLC. - Investment-related - Bryan, OH 43506 - Various financial or business investments. - Chief Executive Officer 7. Oberlin Holding Corp. - Not investment-related - Bryan, OH 43506 - Holding Company. - Chief Executive Officer
CRS (Client Relationship Summary) - RIA
Click below to view Earl Clifford Oberlin III'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®
Start date: 1987
Experience
Current
August 27, 2012 - Present
OBERLIN WEALTH PARTNERS, LLC
Office #1: 208 North Lynn Street, Bryan, OH 43506Office #2: 1221 Brickell Avenue Suite 900, Miami, FL 33131RIA
CRD#: 164912
Bryan, OH
Current
February 6, 2019 - Present
OBERLIN FINANCIAL INTERNATIONAL, LLC
Office #1: 208 North Lynn Street, Bryan, OH 43506Office #2: 208 North Lynn Street Po Box 711, Bryan, OH 43506BD
CRD#: 294205
Bryan, OH
Past
March 11, 2011 - May 25, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
BRYAN, OH
Past
November 30, 2010 - October 28, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
BRYAN, OH
Past
March 4, 2008 - December 31, 2010
NRP ADVISORS, INC.
RIA
CRD#: 141430
BRYAN, OH
Past
January 14, 2003 - December 21, 2009
NRP FINANCIAL, INC.
RIA
CRD#: 103717
FORT WAYNE, IN
Past
March 24, 2000 - December 31, 2010
NRP FINANCIAL, INC.
BD
CRD#: 103717
FORT WAYNE, IN
Past
December 27, 1977 - March 24, 2000
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.
BD
CRD#: 2864
BRYAN, 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.RR
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
RR
Alaska(3/4/2020)
RR
Arizona(5/31/2022)
RR
California(3/18/2020)
RR
Colorado(2/2/2023)
RR
Connecticut(4/17/2019)
RR
Delaware(4/4/2019)
IAR
Delaware(6/23/2020)
IAR
Florida(10/3/2012)
RR
Florida(4/4/2019)
RR
Montana(5/27/2022)
RR
Nevada(1/18/2024)
RR
New York(2/28/2020)
IAR
New York(3/29/2021)
IAR
Ohio(8/27/2012)
RR
Ohio(2/8/2019)
RR
South Dakota(10/14/2021)
RR
Texas(2/25/2022)
IAR
Texas(3/26/2025)
RR
Wisconsin(6/27/2022)
RR
Wyoming(11/24/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 11/1/1977
Registered Principal ExaminationSRO Registrations
RR
FINRA
Current Firm
OW
OBERLIN WEALTH PARTNERS, LLC
GIA ADVISORS | OBERLIN WEALTH PARTNERS, LLC | OBERLIN FAMILY PARTNERS, LLC
CRD#: 164912 / SEC#:
Delaware
Registered Investment Advisory firm - (6/23/2020 Approved)Florida
Registered Investment Advisory firm - (10/3/2012 Approved)New York
Registered Investment Advisory firm - (11/6/2014 Approved)Ohio
Registered Investment Advisory firm - (8/27/2012 Approved)Texas
Registered Investment Advisory firm - (3/11/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
208 North Lynn Street, Bryan, OH 43506
Mailing Address
Po Box 711, Bryan, OH 43506
Phone number
(419) 636-1141
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 28,264,399 |
Red Flags
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Company Information
OBERLIN WEALTH PARTNERS, LLC
CRD#: 164912Bryan, OH 43506TRUST BUT VERIFY
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Contact information
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