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Phillip Geoffrey Trueblood

TRUEBLOOD WEALTH MANAGEMENT, LLC·LIMA, Ohio
SIE, Series 7, Series 52TO, Series 66, Series 99TOClean record18 years registeredTRUEBLOOD WEALTH MANAGEMENT, LLC
2500 SHAWNEE ROAD, LIMA, OH 45806CRD# 5434510Firm CRD# 321659

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip Geoffrey Trueblood · LIMA, OH
Registration
CRD #5434510 · TRUEBLOOD WEALTH MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

TRUEBLOOD WEALTH MANAGEMENT, LLC
Jun 2022 – present
STIFEL, NICOLAUS & COMPANY, INCORPORATED
Jul 2011 – May 2022
LIMA, OH
A. G. EDWARDS & SONS, INC.
Jan 2008 – Jan 2008
LIMA, OH
WELLS FARGO ADVISORS, LLC
Jan 2008 – Jul 2011
LIMA, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 52TO
Series 66
Series 99TO
Registration record
First registered · January 1, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRUEBLOOD WEALTH MANAGEMENT, LLC
CRD 321659 · SEC 801-125794
AUM
$332M
Regulatory assets under management
Employees
2
803 client accounts
Services offered by TRUEBLOOD WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRUEBLOOD WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Phillip Geoffrey Trueblood offer?
Phillip Geoffrey Trueblood specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LIMA, Ohio for a consultation.
What are Phillip Geoffrey Trueblood's credentials?
Phillip Geoffrey Trueblood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Geoffrey Trueblood located?
Phillip Geoffrey Trueblood is based in LIMA, Ohio, working with TRUEBLOOD WEALTH MANAGEMENT, LLC. Their office serves clients in the LIMA metropolitan area and surrounding communities.
How does Phillip Geoffrey Trueblood charge for services?
Phillip Geoffrey Trueblood's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUEBLOOD WEALTH MANAGEMENT, LLC?
TRUEBLOOD WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $332M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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