Ojm Group
People get more out of life when they can stop worrying about money. At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth while reducing taxes. We encourage you to learn more about us, and connect with our firm partners here on LinkedIn, or any of our team. Our Consulting division’s Firm Commitment, along with our Investment Planning division’s client-focused business model, and our Insurance and Benefits Planning team’s experience are unique features very few firms can offer in one place. Read through our professional bios, download our CVs, peruse our books and publications and view our webcasts. We would love the opportunity to chat with you about your unique situation, the background of our team members, and how we help clients like you every day. OJM Group has an office in Florida, with our headquarters located in Cincinnati, Ohio. DISCLOSURE: OJM Group, LLC (OJM) is an SEC registered investment adviser with its principal place of business in the State of Ohio. OJM and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which OJM maintains clients. OJM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of OJM, please contact OJM or refer to the Investment Adviser Public Disclosure web site For additional information about OJM, including fees and services, send for our disclosure brochure as set forth on Form ADV using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
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Verified contacts
19
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
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no listings
Distinct roles
19
indexed titles
Tech stack
2
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- BP
Bob Peelman
Director of Wealth Management · Finance & Accounting
EmailPhone - ML
Michael Lewellen
Director of Financial Planning · Finance & Accounting
EmailPhone - AT
Andrew Taylor
Wealth Advisor & Certified Financial Planner · Finance & Accounting
EmailPhone - EC
Emily Cosgrove
Client Services and Marketing Assistant · Customer/Client Service
EmailPhone - JK
John Kelly
Financial Advisor · Finance & Accounting
EmailPhone - KA
Kathy Allard
Marketing Coordinator · Advertising & Marketing
EmailPhone - KL
Kristen Leis
Client Service Associate · Customer/Client Service
EmailPhone - LL
Lynn Lukey
Underwriting Coordinator · Operations
EmailPhone - AB
Adam Braunscheidel
Wealth Advisor Partner · Finance & Accounting
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Ojm Group
19 distinct titles indexed · top 10 shown.
- 1accountant
- 1administrative assistant
- 1casino runner
- 1cfo tax consultant
- 1client service associate
- 1client services and marketing assistant
- 1client services associate
- 1director of financial planning
- 1director of wealth management
- 1financial advisor
- +9more titles
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