Jeff Olbina

Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 05/2024
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 02/2016 → 05/2024
  Indiana Members Cu
  Indianapolis, IN
• 05/2022 → 05/2024
  Lpl Financial Llc
  Indianapolis, IN
• 05/2024 → Present
  Pnc Investments
  Indianapolis, IN

Previous Registrations

• 2022-05-18 → 2024-05-17
  Lpl Financial Llc
  Indianapolis, IN
  Westfield, IN
  Beech Grove, IN
  Bloomington, IN
  Indianapolis, IN
  Muncie, IN
  Franklin, IN
  Indianapolis, IN
  Indianapolis, IN
  Zionsville, IN
  Avon, IN
  Bloomington, IN
  Carmel, IN
  Carmel, IN
  Fishers, IN
  Greenwood, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Noblesville, IN
  Brownsburg, IN
  Indianapolis, IN
  Greenwood, IN
  Indianapolis, IN
  Marion, IN
  Plainfield, IN
• 2016-02-12 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Indianapolis, IN
• 2013-07-05 → 2016-02-09
  Cuso Financial Services, L.P.
  Indianapolis, IN
• 2010-02-18 → 2013-07-02
  Key Investment Services Llc
  Anderson, IN
  Dayton, OH
  Kirkland, WA
  Fishers, IN
• 2009-01-29 → 2010-02-24
  M&I Financial Advisors, Inc
  Indianapolis, IN
• 2008-04-25 → 2008-07-11
  Cetera Investment Services Llc
  Indianapolis, IN
  Westfield, IN
  Indianapolis, IN
  Fishers, IN
  Indianapolis, IN
  Pendleton, IN
  Carmel, IN
  Zionsville, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Noblesville, IN
• 2005-07-06 → 2008-04-15
  Chase Investment Services Corp.
  Indianapolis, IN
  Fishers, IN
  Indianapolis, IN
• 2005-04-27 → 2005-07-06
  Banc One Securities Corporation
  Indianapolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-13
• S63 Uniform Securities Agent State Law Examination
  1992-09-01

Other Names

• Jeffrey David Olbina
• Jeffrey Olbina