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208 North Lynn Street, Bryan, OH 43506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-26 |
| CA | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2025-03-11 |
| FL | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-03-29 |
| DE | RA | APPROVED | 2020-06-23 |
| OH | RA | APPROVED | 2012-08-27 |
Branch Locations
208 North Lynn Street, Bryan, OH 43506 • United States
1221 Brickell Avenue Suite 900, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oberlin Wealth Partners, Llc | Bryan | OH | 04/2012 | Present |
| Oberlin Financial International, Llc | Bryan | OH | 03/2016 | Present |
| Oberlin - Turnbull, Inc. | Bryan | OH | 01/1972 | Present |
| Eco Building Company, Llc | Bryan | OH | 07/1999 | Present |
| Oberlin Investments, Llc | Bryan | OH | 11/1999 | Present |
| Oberlin Properties, Llc | Bryan | OH | 03/2000 | Present |
| Oberlin Holding Corp. | Bryan | OH | 01/2002 | Present |
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. 1. BioStar Managers LLC - Advisory Board Member - 04/01/2024 - 206 Bridge St. Charlevoix, Michigan 49720 - 2hrs/mo - 1hrs/mo during Business Hrs - Yes Business Related - Medical Device company owner - Advisory board - Fees 2. Bryan Area Foundation - Board Member - 01/03/2022 - Bryan, Ohio - 1hrs/mo - 0hrs/mo during Business Hrs - No Business Related - Public Foundation - Grant Committee - No Compensation 3. Earl Clifford Oberlin III Property / Casualty agent - owner - 07/21/2022 - 127 Country Club Rd. - 1hrs/mo - 1hrs/mo during Business Hrs - No Business Related - Property / Casualty insurance - owner - commissions 4. ECO Building Co. - Member/Owner - 01/25/2000 - Bryan, OH 43506 - 1hrs/mo - 1hrs/mo during Business Hrs - No Business Related - Commercial and Apartment Building owner and manager - CEO and sole owner - Distribution of Profits 5. Fixed Insurance business - Fixed Insurance agent - 06/19/1986 - 208 N. Lynn St. Bryan, Ohio 43506 - 1hrs/mo - 1hrs/mo during Business Hrs - Yes Business Related - Life, Health and Annuity insurance agent - Owner CEO - Commissions 6. Maumee Valley Country Day School - Finance Committee member - 01/03/2022 - Toledo, Ohio - 2hrs/mo - 2hrs/mo during Business Hrs - No Business Related - Private School - Board Member - No Compensation 7. Northwest Ohio Cremation Services - owner - 07/24/2024 - 225 E. High St. Bryan, Ohio - 1hrs/mo - 0hrs/mo during Business Hrs - No Business Related - Funeral Crematory - owner - Distribution of Profits 8. Oberlin - Turnbull, LLC - Chairman - 11/15/1999 - Bryan, OH 43506 - 1hrs/mo - 1hrs/mo during Business Hrs - No Business Related - Funeral Home Ownership - Owner - Distribution of Profits 9. Oberlin Holding Corp. - owner - 03/19/2002 - 127 Country Club Rd. - 0hrs/mo - 0hrs/mo during Business Hrs - No Business Related - Holding Company (Dormant) - owner - No Compensation 10. Oberlin Properties, LTD. - Member - 12/18/1996 - Bryan, OH 43506 - 1hrs/mo - 1hrs/mo during Business Hrs - No Business Related - Holding Company for Commercial and Residential Buildings - owner - Distribution of Profits 11. Oberlin Wealth Partners. LLC - CEO, CCO - 05/11/2012 - Bryan, OH - 200hrs/mo - 140hrs/mo during Business Hrs - Yes Business Related - RIA - Registered Investment Advisor, CEO, CCO, Sole owner - Distribution of Profits 12. The Cliff Oberlin Foundation - Chairman - 07/31/2000 - 208 N. Lynn St. Bryan, Ohio 43506 - 1hrs/mo - 0hrs/mo during Business Hrs - No Business Related - Private Foundation - Chairman - No Compensation 13. YPO Family Office Network - member - 07/01/2017 - not applicable - 2hrs/mo - 2hrs/mo during Business Hrs - No Business Related - Network - member - No Compensation 14. YPO Financial Services Network - member - 07/01/2017 - not applicable - 2hrs/mo - 2hrs/mo during Business Hrs - No Business Related - YPO Network - Member - No Compensation 15. YPO Maumee Valley - member - 01/01/1994 - Not applicable - 2hrs/mo - 2hrs/mo during Business Hrs - No Business Related - YPO Chapter - member - No Compensation 16. YPO Miami - associate member - 01/01/2000 - not applicable - 2hrs/mo - 2hrs/mo during Business Hrs - No Business Related - YPO Chapter - associate member - No Compensation 17. YPO Miami Gold Chapter - Association Member - 01/01/2010 - - 1hrs/mo - 1hrs/mo during Business Hrs - No Business Related - YPO Chapter - member - No Compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-05 |
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