Commonwealth Financial Network
34yrs
Top advisor by experience in Willard
2yrs
Brian Lodermeier
Financial advisor at Elevated Finance
Brian Lodermeier has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Willard, Ohio. Brian joined Elevated Finance in 2025, a firm offering investment management and retirement plan consulting. Elevated Finance reports being paid through a percentage of assets and flat fees.
One of 7 advisors with offices in Willard, and one of 3 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office618 W Walton Street, Willard, OH 44890
FirmElevated Finance
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$69,490
States licensed ?1 state
Services through Elevated Finance
Investment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Feb 2025 – nowElevated FinanceCurrent firm
Questions to ask Brian
Tailored to Brian’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Elevated Finance at 419-933-2966 and ask for Brian Lodermeier. Brian works from the Willard, OH office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Brian hold?
Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Elevated Finance reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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