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Current Employers
Bollin Wealth Management, Llc

842 W. South Boundary St., Perrysburg, OH 43551 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-03
  • OH RA
    APPROVED
    Since 2026-03-03

Branch Locations

842 W. South Boundary St., Perrysburg, OH 43551 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
W&S Brokerage Services Cincinnati OH 08/2020 11/2020
Western Southern Life Holland OH 06/2020 11/2020
Community Pet Care Toledo OH 03/2020 06/2020
Promedica Toledo OH 09/2018 07/2019
Unemployed Perrysburg OH 07/2019 03/2020
I Love Kickboxing Troy MI 07/2015 07/2018
Creative Financial Partners Llc Perrysburg OH 11/2020 01/2022
Ameritas Investment Company, Llc Lincoln NE 01/2021 Present
Deverna Wealth Management Perrysburg OH 01/2021 01/2022
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Deverna & Co Financial Perrysburg OH 01/2022 Present
  • 08/2020 → 11/2020
    W&S Brokerage Services
    Cincinnati, OH
  • 06/2020 → 11/2020
    Western Southern Life
    Holland, OH
  • 03/2020 → 06/2020
    Community Pet Care
    Toledo, OH
  • 09/2018 → 07/2019
    Promedica
    Toledo, OH
  • 07/2019 → 03/2020
    Unemployed
    Perrysburg, OH
  • 07/2015 → 07/2018
    I Love Kickboxing
    Troy, MI
  • 11/2020 → 01/2022
    Creative Financial Partners Llc
    Perrysburg, OH
  • 01/2021 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 01/2021 → 01/2022
    Deverna Wealth Management
    Perrysburg, OH
  • 11/2021 → Present
    Lincoln, NE
  • 01/2022 → Present
    Deverna & Co Financial
    Perrysburg, OH
Previous Registrations
  • 2021-11-01 → 2026-01-07
    Perrysburg, OH
  • 2021-05-05 → 2021-11-01
    Ameritas Investment Company, Llc
    Perrysburg, OH
    Lincoln, NE
    Lincoln, NE
Other Businesses

DeVerna & Co Financial; same as branch; inv rel; financial consultant working with another Registered Representative; Financial Advisor; start date=01/2022; hrs/mo=160; trading hrs/mo=160; meeting with clients on a one-on-one basis to assess their financial needs, meeting as frequently as quarterly per year to ensure recommendations are in best interest

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-12
S63 Uniform Securities Agent State Law Examination 2021-06-07
  • S65 Uniform Investment Adviser Law Examination
    2026-02-12
  • S63 Uniform Securities Agent State Law Examination
    2021-06-07
Other Names
  • Abbey Large

View on SEC IAPD

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