Best Investors Account Sign in
Inactive

Hannah Dunn

Trueblood Wealth Management, LLC

Lima, OH

CRD 8133687

Claim This Profile
Employer firm

Trueblood Wealth Management, LLC CRD 321659

$474M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Trueblood Wealth Management, Llc

2651 Shawnee Rd, Lima, OH 45806 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-08-27
  • OH RA
    APPROVED
    Since 2025-08-27

Branch Locations

2651 Shawnee Rd, Lima, OH 45806 • 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
Trueblood Wealth Management Lima OH 05/2024 Present
Bath & Body Works Piqua OH 01/2024 05/2024
Sephora Lima OH 02/2022 01/2024
Undergraduate Education Bowling Green OH 01/2018 02/2022
Secondary Education Bowling Green OH 01/2015 01/2018
  • 05/2024 → Present
    Trueblood Wealth Management
    Lima, OH
  • 01/2024 → 05/2024
    Bath & Body Works
    Piqua, OH
  • 02/2022 → 01/2024
    Sephora
    Lima, OH
  • 01/2018 → 02/2022
    Undergraduate Education
    Bowling Green, OH
  • 01/2015 → 01/2018
    Secondary Education
    Bowling Green, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-25
  • S65 Uniform Investment Adviser Law Examination
    2025-08-25

View on SEC IAPD

More in Lima, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor