Brian Lodermeier

Financial advisor at Elevated Finance · Willard, OH

Last updated 2026-10-10

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Brian Lodermeier is a financial advisor at Elevated Finance in Willard, OH, CRD 8033395. Licenses and exams on the registration: Series 65. IAPD registration began 2025-02-06.

Registration

CRD number
8033395
Registration status
Active
IAPD registration
2025-02-06
Industry Experience
1 year
Work Experience
18 years
States registered
OH

Licenses and exams

  • Series 65

Work history

  • 2024-12 to Present · Lodermeier Finance LLC Dba Elevated Finance · Willard, OH
  • 2025-01 to Present · Lodermeier Finance LLC Dba Elevated Finance · Willard, OH
  • 2021-07 to Present · Lodermeier Cpa LLC · Willard, OH
  • 2018-06 to 2021-07 · Johnson & Dolesch Cpas · Wellington, OH
  • 2008-07 to 2018-06 · Schonebarger Beale Miller & Associates Cpas · Toledo, OH

Current employment

  • Elevated Finance · Willard, OH

SEC IAPD record for Brian Lodermeier

About

Brian Lodermeier is a financial advisor at Elevated Finance in Willard, OH. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 18 years of reported work history.

Location

618 W Walton Street, Willard, OH 44890

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Official record

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