Phillip Geoffrey Trueblood
Investment Adviser Representative at Trueblood Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Phillip Geoffrey Trueblood is an investment adviser representative with Trueblood Wealth Management, LLC in Lima, OH, where they have been registered since 2022. They have worked in the securities industry since 2007 and have been registered with 4 firms, including Stifel, Nicolaus & Company, Incorporated and Wells Fargo Advisors, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 52 (municipal securities representative). They are registered to provide investment advice in Ohio and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Stifel Nicolaus & Co IncJul 2011 – May 2022Lima, OH
- Trueblood Wealth Management, LLCJun 2022 – no end date reportedLima, OH
- Purshe Kaplan Sterling Investments, IncMay 2022 – no end date reportedAlbany, NY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trueblood Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth and retirement savings management, financial planning, and investment advisory services tailored to the unique needs of individuals, families, business owners, retirees, healthcare professionals, endowments, foundations, and family offices.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lima, OH
- Founded:
- 2022
- SEC file number:
- 801-125794
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 25, 2026
View full firm profileOther advisors at Trueblood Wealth Management, LLC
4 other advisors in the directory
Similar advisors in Lima, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Phillip Geoffrey Trueblood has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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