Adam Braunscheidel, Cfp®
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Adam Braunscheidel, Cfp® Email & Phone Number

Wealth Advisor and Partner at OJM Group
Location: Cincinnati, Ohio, United States 4 work roles 2 schools
1 work email found @ojmgroup.com 1 phone found area 877 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email a****@ojmgroup.com
Direct phone (877) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
OJM Group
Role
Wealth Advisor and Partner
Location
Cincinnati, Ohio, United States
Company size
22 employees

Who is Adam Braunscheidel, Cfp®? Overview

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Quick answer

Adam Braunscheidel, Cfp® is listed as Wealth Advisor and Partner at OJM Group, a with 22 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at ojmgroup.com, phone signal with area code 877, and a matched LinkedIn profile for Adam Braunscheidel, Cfp®.

Adam Braunscheidel, Cfp® previously worked as Wealth Advisor / Partner at Ojm Group and Account/HR Intern at Walker Business & Staffing. Adam Braunscheidel, Cfp® holds Bsba, Finance from Xavier University.

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Email format at OJM Group

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{first}@ojmgroup.com
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AeroLeads found 1 current-domain work email signal for Adam Braunscheidel, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Adam Braunscheidel, Cfp®

Adam Braunscheidel is an experienced investment advisor, providing portfolio management and comprehensive financial planning services for OJM Group clients. His responsibilities also include managing retirement plans (401k), investment research and market analysis for the firm.Adam joined OJM in 2009 and is a contributing author of the book Wealth Management Made Simple. He is also a co-author of numerous articles and has presented webcasts and podcasts on investing, retirement planning, and other financial topics.Adam serves on the Young Ambassadors Board of the Children’s Home of Cincinnati. He also mentors underprivileged youth through a local organization called Villedge. Adam grew up in a small town in western New York and currently lives in the Cincinnati area with his wife and two dogs. He is the middle of five children. In his spare time, he enjoys hiking and camping, being with family, and Xavier basketball.

Listed skills include Wealth Management, Portfolio Management, Investment Strategies, Investments, and 12 others.

Current workplace

Adam Braunscheidel, Cfp®'s current company

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OJM Group
Ojm Group
Wealth Advisor and Partner
Cincinnati, OH, US
Website
ojmgroup.com
Employees
22
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4 roles

Adam Braunscheidel, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor And Partner

Ojm Group

Cincinnati, Oh, Us

Wealth Advisor / Partner

Current
Ojm Group

Cincinnati Area, Ky

Institutional ApproachOJM uses a pension and endowment approach to money-management for the individual investor’s portfolio. This institutional approach seeks to minimize the effects of market volatility by utilizing alternative investments as part of a customized blend of wealth management strategies determined by our clients’ risk tolerance and long-term financial goals.Tailored AdviceIt is essential that your wealth advisor truly understands you, your goals and your unique… Show more Institutional ApproachOJM uses a pension and endowment approach to money-management for the individual investor’s portfolio. This institutional approach seeks to minimize the effects of market volatility by utilizing alternative investments as part of a customized blend of wealth management strategies determined by our clients’ risk tolerance and long-term financial goals.Tailored AdviceIt is essential that your wealth advisor truly understands you, your goals and your unique situation. We pride ourselves on building this understanding through frequent interaction and communication. Your OJM wealth advisor works with you to evaluate investment options and develop a strategy customized to your circumstances. Our independence from any investment product is fundamental to our commitment to offering wealth management advice based on the needs, objectives and goals of our clients.Safeguarding of AssetsWe use institutional custodians, such as Charles Schwab® and TD Ameritrade®, to safeguard clients’ assets. While independent of these third-party firms, OJM is able to leverage a strong relationship with the custodians to enhance the level of service we deliver to our clients. Through the OJM Wealth Management team, our clients are seamlessly connected to current information about assets in all segments of their portfolios and are easily able to direct trades and other transactions as needed.Transparent Fee StructureOur investment management fee is based on a percentage of assets managed. This fee structure is transparent, easy to understand and aligns our firm’s goals with those of our clients.For the Long HaulOur clients often find that as their wealth grows, the advice they require increases in complexity. Your OJM wealth advisor can draw on the expertise of our firm’s multi-disciplinary team to assist you in the areas of tax reduction, asset protection, insurance analysis, corporate structure and benefits, and overall financial planning. Show less

Feb 2010 - Present

Accountant'S Assistant

G.F. Wiles

Wellsville, Ny

Jun 2006 - Jun 2007
Team & coworkers

Colleagues at OJM Group

Other employees you can reach at ojmgroup.com. View company contacts for 22 employees →

BP Bob Peelman Bob Peelman Colleague at Ojm GroupCincinnati Metropolitan Area, United States View → ML Michael Lewellen, Cfp® Michael Lewellen, Cfp® Colleague at Ojm GroupCincinnati, Ohio, United States View → LM Lana Moukalled Lana Moukalled Colleague at Ojm GroupLebanon View → RF Randi Franklin, Mba Randi Franklin, Mba Colleague at Ojm GroupIndianapolis, Indiana, United States View → SC Stanley Castillo Stanley Castillo "Tachi" Colleague at Ojm GroupCosta Rica View → CJ Cellso J Da Laurta Covele Cellso J Da Laurta Covele Colleague at Ojm GroupMozambique View → LL Lynn Lukey Lynn Lukey Colleague at Ojm GroupCincinnati, Ohio, United States View → JO Jason O'Dell Ms Cwm Jason O'Dell Ms Cwm Colleague at Ojm GroupCincinnati Metropolitan Area, United States View → CF Carole Foos Carole Foos Colleague at Ojm GroupCincinnati Metropolitan Area, United States View → BS Basel Sy Basel Sy Colleague at Ojm GroupDubai, United Arab Emirates View →
2 education records

Adam Braunscheidel, Cfp® education

Bsba, Finance

Xavier University

Activities and Societies: Xavier Presidential Scholarship; Business Professions & Executive Mentor Program

Education record

Kaplan
FAQ

Frequently asked questions about Adam Braunscheidel, Cfp®

Quick answers generated from the profile data available on this page.

What company does Adam Braunscheidel, Cfp® work for?

Adam Braunscheidel, Cfp® works for OJM Group.

What is Adam Braunscheidel, Cfp®'s role at OJM Group?

Adam Braunscheidel, Cfp® is listed as Wealth Advisor and Partner at OJM Group.

What is Adam Braunscheidel, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ojmgroup.com for Adam Braunscheidel, Cfp® at OJM Group.

What is Adam Braunscheidel, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 877 for Adam Braunscheidel, Cfp® at OJM Group.

Where is Adam Braunscheidel, Cfp® based?

Adam Braunscheidel, Cfp® is based in Cincinnati, Ohio, United States while working with OJM Group.

What companies has Adam Braunscheidel, Cfp® worked for?

Adam Braunscheidel, Cfp® has worked for Ojm Group, Walker Business & Staffing, and G.F. Wiles.

Who are Adam Braunscheidel, Cfp®'s colleagues at OJM Group?

Adam Braunscheidel, Cfp®'s colleagues at OJM Group include Bob Peelman, Michael Lewellen, Cfp®, Lana Moukalled, Randi Franklin, Mba, and Stanley Castillo "Tachi".

How can I contact Adam Braunscheidel, Cfp®?

You can use AeroLeads to view verified contact signals for Adam Braunscheidel, Cfp® at OJM Group, including work email, phone, and LinkedIn data when available.

What schools did Adam Braunscheidel, Cfp® attend?

Adam Braunscheidel, Cfp® holds Bsba, Finance from Xavier University.

What skills is Adam Braunscheidel, Cfp® known for?

Adam Braunscheidel, Cfp® is listed with skills including Wealth Management, Portfolio Management, Investment Strategies, Investments, Asset Allocation, Financial Advisory, Financial Analysis, and Asset Management.

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