Ohio Insurance & Financial Services LLC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Findlay · Ohio

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Ohio Insurance & Financial Services LLC is a licensed insurance agency licensed in Findlay, OH. Lines listed: Personal Auto, Home, Health, Medicare, Life, RV, Personal Umbrella, Flood, Annuities, Business, Commercial, Farm, Surety. Founding or history: 1976. Agency Match assessments based on public information: Business Partnerships medium; Looking to Buy medium. 22 publicly sourced facts with links.

How we determined the info on this profile

License record: taken from the state license roster.
Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
Carrier partnerships: based on carriers named on the agency's website and on carrier logos on the agency's website.
Looking to Buy: scored from documented acquisitions, growth and offices on the public record.
Open to Selling: not enough public facts for a score.
Mentorship & Peer Connections: not enough public facts for a score.
Business Partnerships: scored from carrier logos on the agency's website and from other public facts.

Research

Detailed profile

Geography

1 documented offices

Ownership events

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Medium · 40

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Agency Match score: 40/100 · Low confidence: few public facts

Why: Documented acquisition of another agency; public history of 15+ years in business or in the industry

Documented acquisition of another agency · Hollanshead-Kinsey Insurance (2023)ohinsuranceservices.com
Public history of 15+ years in business or in the industry · 1976ohinsuranceservices.com

What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Documented acquisition of another agency+35 pts
- Hollanshead-Kinsey Insurance (2023)ohinsuranceservices.com
Public history of 15+ years in business or in the industry (supporting)+5 pts
- 1976ohinsuranceservices.com

Total: 40 points → Agency Match score 40/100, rated Medium (High at 60+, Medium at 35+).

Confidence (separate from the rating): Low confidence: few public facts · 2 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Low · 8

Acquisition Research Fit is low. Formation year 1976 is on a verified record (50 years in operation). The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.

Formation year 1976 is on a verified record (50 years in operation). Verified · +8 ptsohinsuranceservices.com

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Public history of 15+ years in business or in the industry; public history of 30+ years in business or in the industry

Public history of 15+ years in business or in the industry · 1976ohinsuranceservices.com
Public history of 30+ years in business or in the industry · 1976ohinsuranceservices.com

What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Public history of 15+ years in business or in the industry (supporting)+10 pts
- 1976ohinsuranceservices.com
Public history of 30+ years in business or in the industry (supporting)+5 pts
- 1976ohinsuranceservices.com

Total: 15 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 2 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Medium · 45

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Agency Match score: 45/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; three or more carriers named; several documented lines of business

Niche specialty line documented · Personal Auto, Home, Health, Medicare, Life, RV, Personal Umbrella, Flood, Annuities, Business, Commercial, Faohinsuranceservices.com
Three or more carriers named · 60+ Top-Rated Insurance Carriersohinsuranceservices.com
Several documented lines of business · Personal Auto, Home, Health, Medicare, Life, RV, Personal Umbrella, Flood, Annuities, Business, Commercial, Faohinsuranceservices.com

What this rating was based on (3 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Niche specialty line documented+20 pts
- Personal Auto, Home, Health, Medicare, Life, RV, Personal Umbrella, Flood, Annuities, Business, Commercial, Farm, Suretyohinsuranceservices.com
Three or more carriers named+15 pts
- 60+ Top-Rated Insurance Carriersohinsuranceservices.com
- Donegalohinsuranceservices.com
- Auto-Ownersohinsuranceservices.com
Several documented lines of business (supporting)+10 pts
- Personal Auto, Home, Health, Medicare, Life, RV, Personal Umbrella, Flood, Annuities, Business, Commercial, Farm, Suretyohinsuranceservices.com
- Personal Auto, Home, Health, Medicare, Life, RV, Personal Umbrella, Flood, Annuities, Business, Commercial, Business Ownohinsuranceservices.com
- Lines of business: Ryan August - Team Leader, Professional Agent, Farm/Ag Specialistohinsuranceservices.com
- Lines of business: Megan Trehan - Professional Agent- Medicare & Healthohinsuranceservices.com
- Lines of business: Small to mid-sized business owners in Ohio who want to:ohinsuranceservices.com
- Lines of business: (Commercial Property, General Liability, Professional Liability etc.)ohinsuranceservices.com

Total: 45 points → Agency Match score 45/100, rated Medium (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 10 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

Ohio resident business-entity license (NPN 11875648), licensed at Findlay, OH

gateway.insurance.ohio.gov

ChannelUnknown

Licensed agency · channel not confirmed

No published statement found yet saying whether this agency is independent or represents one carrier.

OwnershipUnknown

Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

Website: ohinsuranceservices.com

Locations & footprint

Findlay, Ohio

Operating office

PublishedBrowse city

Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

Highlights

Personal Auto, Home, Health, Medicare, Life, RV, Personal Umbrella, Flood, Annuities, Business, Commercial, Farm, Surety Bonds, Group Health, Cyber Protection, Professional LiabilityFounding: 1976

Story so far

2023
Hollanshead-Kinsey Insurance (2023)
Published
2023
Runyon Insurance (2023)
Published

People & affiliations

Gary Nelson - Owner, CEOPublished

Gary Nelson - Owner, CEO

Ben Nelson - PresidentPublished

Ben Nelson - President

Names & entities

OHIO INSURANCE & FINANCIAL SERVICES LLCRecord

Legal name on license record

Facts from published sources (22 verified, 1 unverified)

Office locationPublicly sourced

1039 N Main St, Findlay, OH, USA

“Ohio Insurance & Financial Services 1039 N Main St, Findlay, OH, USA”