| HD Wealth Strategies of Raymond James |
201 E 5th St #2500, Cincinnati, OH 45236 |
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51328xxxx2 |
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| Octavia Wealth Advisors |
9999 Carver Rd Suite 130, Cincinnati, OH 45242 |
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51376xxxx1 |
inf*@o********.com |
5 |
1 |
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18 |
311 |
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325 |
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| Wealth Management Associate - U.S. Bancorp Investments: Jennifer Douglas |
7350 Beechmont Ave, Cincinnati, OH 45230 |
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51362xxxx2 |
aar************@u*****.com |
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344791 |
4793 |
346000 |
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| Family Wealth Advisory Group |
7359 E Kemper Rd Ste A, Cincinnati, OH 45249 |
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51346xxxx0 |
aco*****@f***.com |
5 |
2 |
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19 |
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| Retirement Strategies Group - UBS Financial Services Inc. |
8044 Montgomery Rd Suite 100W, Cincinnati, OH 45236 |
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51378xxxx0 |
abc*******@u**.com |
5 |
1 |
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| Russell Mitchell, Best Financial Advisor | |
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51330xxxx7 |
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| Mariner |
312 Walnut St # 2300, Cincinnati, OH 45202 |
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51342xxxx0 |
aar********@m********************.com |
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| Robert Fisher - TIAA Wealth Management Advisor |
625 Eden Park Dr Building 200, Suite 500, Cincinnati, OH 45202 |
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86684xxxx8 |
chr******************@t***.org |
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90952 |
525 |
91000 |
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| Zachary Sech - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
|
51336xxxx5 |
zac*********@u**.com |
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| U.S. Bank - Private Wealth Advisor: Kristen Ankenbauer |
425 Walnut St, Cincinnati, OH 45202 |
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51363xxxx6 |
aar************@u*****.com |
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345318 |
5429 |
348000 |
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| Formidable Asset Management |
221 E 4th St Suite 2700, Cincinnati, OH 45202 |
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51365xxxx6 |
aea*******@f***********.com |
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64 |
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| John Fahrmeier - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
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51357xxxx9 |
abc***@u**.com |
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| Cincinnati Investment Advisors LLC |
8875 Cincinnati Dayton Rd, West Chester Township, OH 45069 |
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51357xxxx0 |
rob**********@l**.com |
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131 |
5 |
145 |
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| U.S. Bank - Private Wealth Advisor: Jeff Kruse |
425 Walnut St, Cincinnati, OH 45202 |
|
51363xxxx1 |
aar************@u*****.com |
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345318 |
5429 |
348000 |
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| Dunphy Wealth Management, Inc. |
Zimcom Building, 1080 Nimitzview Dr Suite 302, Cincinnati, OH 45230 |
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51323xxxx3 |
inf*@d*******.com |
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| U.S. Bank - Private Wealth Advisor: Julie Broadwell |
425 Walnut St, Cincinnati, OH 45202 |
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51363xxxx4 |
aar************@u*****.com |
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345410 |
5426 |
348000 |
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| David Heck - TIAA Financial Consultant |
625 Eden Park Dr Suite 500, Cincinnati, OH 45202 |
|
86684xxxx8 |
acc**********@t***.org |
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90952 |
525 |
91000 |
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| Heritage Wealth Advisors |
9110 Montgomery Rd, Cincinnati, OH 45242 |
|
51344xxxx8 |
inf*@y*******************.com |
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| Johnson Investment Counsel |
3777 W Fork Rd, Cincinnati, OH 45247 |
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51366xxxx0 |
abe*@j*********.com |
5 |
4 |
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419 |
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| Wyoming Wealth Management |
504 Wyoming Ave Second Floor, Wyoming, OH 45215 |
|
51333xxxx4 |
jer***@w********.com |
5 |
14 |
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| 9258 Wealth Management |
4420 Cooper Rd #100, Cincinnati, OH 45242 |
|
51379xxxx8 |
cla****@9*********.com |
5 |
1 |
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234 |
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| Wealth Planning Corporation |
8370 E Kemper Rd, Cincinnati, OH 45249 |
|
51373xxxx0 |
ang**@w******.com |
5 |
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| Morgan Stanley Financial Advisors |
Atrium Two, 221 E 4th St 22 Fl, Cincinnati, OH 45202 |
|
51372xxxx0 |
acc**********@m************.com |
5 |
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| James Hider - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
|
51357xxxx6 |
abc***@u**.com |
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| WealthWise Financial Group. LLC |
1325 E Kemper Rd Suite 201, Cincinnati, OH 45246 |
|
51327xxxx2 |
dav**********@n**********.com |
5 |
38 |
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| U.S. Bank - Wealth Management Banker: Stephen Taylor |
6240 Glenway Ave, Cincinnati, OH 45211 |
|
51369xxxx9 |
aar************@u*****.com |
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345318 |
5429 |
348000 |
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| Seven Hills Wealth Management - Ubs Financial Services Inc. |
8044 Montgomery Road The Towers At Kenwood, Cincinnati, Oh 45236 |
|
51379xxxx0 |
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| U.S. Bancorp Investments - Financial Advisors: Cincinnati |
425 Walnut St, Cincinnati, OH 45202 |
|
51363xxxx0 |
aar************@u*****.com |
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345411 |
5426 |
348000 |
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| Merrill Lynch Private Wealth Advisor David L. Singer |
312 Walnut St Suite 2400, Cincinnati, OH 45202 |
|
51357xxxx9 |
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| Lifetime Financial Growth |
419 Plum St, Cincinnati, OH 45202 |
|
51357xxxx4 |
abb*******@l**********************.com |
5 |
2 |
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| Precedent Financial Strategies |
2017 Elm St, Cincinnati, OH 45202 |
|
51381xxxx6 |
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| Osborn Williams & Donohoe, LLC |
312 Walnut St #1000, Cincinnati, OH 45202 |
|
51362xxxx5 |
bse**@o****.com |
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14 |
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| Wells Fargo Advisors |
255 E 5th St, Cincinnati, OH 45202 |
|
51324xxxx0 |
&.m****@w*****************.com |
2.5 |
10 |
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189272 |
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190464 |
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| Renaissance Investment Management |
50 E Rivercenter Blvd #1200, Covington, KY 41011 |
|
51372xxxx0 |
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1 |
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| Benchmark Wealth Management |
4755 Lake Forest Dr Suite 220, Blue Ash, OH 45242 |
|
51350xxxx2 |
inf*@b***************.com |
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| Merrill Lynch Wealth Management |
312 Walnut St Suite 2400, Cincinnati, OH 45202 |
|
51356xxxx0 |
bro*********@m*.com |
1 |
1 |
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| Oxford Financial Group, Ltd. |
221 E 4th St, Cincinnati, OH 45202 |
|
80072xxxx9 |
ada*@o*****.com |
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| Constellation Wealth Advisors |
255 E 5th St #3000, Cincinnati, OH 45202 |
|
51387xxxx0 |
aug@c*******************.com |
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| Carnegie Investment Counsel |
2142 Alpine Pl, Cincinnati, OH 45206 |
|
87780xxxx5 |
ang*****@c*************.com |
5 |
2 |
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1581 |
13 |
1600 |
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| U.S. Bank - Private Wealth Advisor: Alana Hughes |
425 Walnut St, Cincinnati, OH 45202 |
|
51363xxxx9 |
aar************@u*****.com |
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|
345409 |
5427 |
348000 |
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| Timothy Giglio - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
|
51357xxxx9 |
abc***@u**.com |
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| Pension Corporation of America |
2133 Luray Ave, Cincinnati, OH 45206 |
|
51328xxxx6 |
pen***************@p******.com |
2.5 |
22 |
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| The Washburn Pham Rueve Wealth Management Group - Morgan Stanley |
7755 Montgomery Rd 2nd Floor, Cincinnati, OH 45236 |
|
51376xxxx5 |
int**********@m************.com |
5 |
1 |
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| U.S. Bancorp Investments - Financial Advisors: Cincinnati |
9545 Kenwood Rd, Cincinnati, OH 45242 |
|
51379xxxx0 |
aar************@u*****.com |
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| TIAA Financial Services |
625 Eden Park Dr Suite 500, Cincinnati, OH 45202 |
|
86684xxxx8 |
chr******************@t***.org |
5 |
1 |
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|
90952 |
525 |
91000 |
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| U.S. Bancorp Investments - Financial Advisors: Cincinnati |
10851 Montgomery Rd, Cincinnati, OH 45242 |
|
51369xxxx0 |
aar************@u*****.com |
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345410 |
5426 |
348000 |
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| Sims Investment Management, LLC |
2101 Grandin Rd suite a, Cincinnati, OH 45208 |
|
51327xxxx7 |
bla**@s*************.com |
5 |
4 |
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| AJD Wealth Management |
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51320xxxx0 |
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| Wealth Dimensions Group |
7870 E Kemper Rd #210, Cincinnati, OH 45249 |
|
51355xxxx0 |
c@w***************.com |
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12 |
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| Queen City Capital Management |
212 E 3rd St #100, Cincinnati, OH 45202 |
|
51372xxxx9 |
ser****@q*********.com |
5 |
1 |
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| Bahl & Gaynor Inc |
255 E 5th St #2700, Cincinnati, OH 45202 |
|
51328xxxx0 |
bar****@b**********.com |
3 |
2 |
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| Hannegan Wealth Management LLC |
180 Barnwood Dr, Edgewood, KY 41017 |
|
85999xxxx0 |
3cb*************************************@w*****************.com |
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| Brecek & Young Financial Services |
312 Walnut St Suite 1600, Cincinnati, OH 45202 |
|
51376xxxx0 |
dav*******@s****************.com |
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| FTB Financial Services - UBS Financial Services Inc. |
The Towers At Kenwood, 8044 Montgomery Rd, Cincinnati, OH 45236 |
|
51379xxxx0 |
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5 |
1 |
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| Baird Private Wealth Management |
3805 Edwards Rd Suite 610, Cincinnati, OH 45209 |
|
88878xxxx6 |
ano************@b*********.com |
1 |
1 |
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|
8167 |
958 |
8700 |
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| Churchill Management Group - Cincinnati |
8044 Montgomery Rd Suite 700, Cincinnati, OH 45236 |
|
61751xxxx6 |
ach*@c******************.com |
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221 |
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| Wealth Enhancement Group |
9360 Montgomery Rd, Cincinnati, OH 45242 |
|
51394xxxx0 |
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5 |
2 |
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| HCM Wealth Advisors |
6116 Harrison Ave, Cincinnati, OH 45247 |
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51359xxxx0 |
inf*@h****************.com |
5 |
4 |
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| U.S. Bank – Wealth Management Banker: Joseph List |
3424 Edwards Rd, Cincinnati, OH 45208 |
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51369xxxx2 |
aar************@u*****.com |
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345411 |
5427 |
348000 |
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| FEG Investment Advisors |
201 E 5th St #1600, Cincinnati, OH 45202 |
|
51397xxxx0 |
abe****@f**.com |
4.7 |
3 |
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| Souders Financial Group |
5968 Bridgetown Rd, Cincinnati, OH 45248 |
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51359xxxx0 |
inf*@s***************.com |
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| Eck, Getter and Greenwell Wealth Management |
201 E 5th St Ste 2030, Cincinnati, OH 45202 |
|
51390xxxx0 |
Inf*@e****.com |
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| Charles Schwab |
285 Buttermilk Pike, Lakeside Park, KY 41017 |
|
85930xxxx5 |
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5 |
1 |
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| Lively Financial |
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51320xxxx9 |
c18*****************************@s*****.wixpress |
5 |
2 |
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| Barker Wealth Management |
255 E 5th St Ste 1400, Cincinnati, OH 45202 |
|
51341xxxx2 |
hos*******@w*********.com |
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| Evelo Group |
312 Walnut St Suite 2400, Cincinnati, OH 45202 |
|
51357xxxx8 |
ari*********@m*.com |
5 |
1 |
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| Richwood Investment Advisors, LLC |
5082 Wooster Rd #100, Cincinnati, OH 45226 |
|
51387xxxx3 |
dca***@r*********.com |
5 |
1 |
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| Fort Washington Investment Advisors Inc |
303 Broadway #1200, Cincinnati, OH 45202 |
|
51336xxxx0 |
abb********@w**************.com |
3 |
2 |
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14704 |
494 |
15000 |
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| Robert Fisher - Tiaa Wealth Management Advisor |
625 Eden Park Dr, Cincinnati, Oh 45202 |
|
86684xxxx8 |
acc******************@t***.org |
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90952 |
525 |
91000 |
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| McKay Wealth Management - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
|
51336xxxx0 |
hea***********@u**.com |
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| Hyde Park Wealth Advisors |
2702 Erie Ave UNIT 308, Cincinnati, OH 45208 |
|
51353xxxx8 |
bhe*****@h***************.com |
5 |
2 |
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| Aurelius Family Partners of Raymond James |
201 E 5th St #2500, Cincinnati, OH 45202 |
|
51328xxxx7 |
aar************@r***********.com |
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| Quiet Wealth Management LLC |
6571 Kenview Dr, Cincinnati, OH |
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cur***@q**********.net |
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| Orange Financial |
419 Plum St, Cincinnati, OH 45202 |
|
51357xxxx4 |
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5 |
1 |
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| Merrill Lynch Wealth Management |
300 Buttermilk Pike Suite 320, Fort Mitchell, KY 41017 |
|
85934xxxx0 |
bro*********@m*.com |
5 |
1 |
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| John Gillman - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
|
51357xxxx3 |
abc***@u**.com |
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| Broadview Financial Advisors |
105 W 4th St #314, Cincinnati, OH 45202 |
|
51329xxxx7 |
dvo*******@b**********.com |
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| Esteem Wealth Partners |
3805 Edwards Rd STE 200, Cincinnati, OH 45209 |
|
51336xxxx7 |
aar*************@n*.com |
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143 |
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159 |
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| MDM Wealth Management of Janney Montgomery Scott |
8044 Montgomery Rd Ste 415, Cincinnati, OH 45236 |
|
51391xxxx0 |
acr*******@j*****.com |
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119 |
4 |
119 |
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| Artifex Financial Group |
201 E 5th St, Cincinnati, OH 45202 |
|
51327xxxx6 |
abr******@a***************.com |
5 |
1 |
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5 |
6 |
295 |
2 |
299 |
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| Riverwatch Wealth Management - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
|
51357xxxx0 |
ant***********@u**.com |
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| Evergreen Advisors Inc. |
40 W 5th St, Covington, KY 41011 |
|
51378xxxx0 |
dbo******@e**********.com |
4.3 |
4 |
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497 |
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497 |
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| Foster & Motley |
7755 Montgomery Rd #100, Cincinnati, OH 45236 |
|
51356xxxx0 |
bet**@f**************.com |
5 |
2 |
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102 |
4 |
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| Fidant Wealth Partners - Ameriprise Financial Services, LLC |
4760 Red Bank Rd #220, Cincinnati, OH 45227 |
|
85934xxxx1 |
ant************@a***.com |
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453 |
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474 |
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| Leugers Harden Wealth Management - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
|
51336xxxx8 |
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| FFR Wealth Team |
50 E Rivercenter Blvd #1225, Covington, KY 41011 |
|
85944xxxx0 |
788*************************************@w*****************.com |
5 |
1 |
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3.3 |
22 |
563 |
5 |
635 |
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| Opus Capital Management |
221 E 4th St Ste 2850, Cincinnati, OH 45202 |
|
51362xxxx7 |
aea*******@o******.com |
5 |
1 |
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26 |
4 |
26 |
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| THOR Wealth Management Inc. |
7346 Beechmont Ave, Cincinnati, OH 45230 |
|
51327xxxx7 |
acu****@t*******************.com |
5 |
4 |
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149 |
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177 |
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| Bonaventura Wealth Advisors |
8800 Montgomery Rd, Cincinnati, OH 45236 |
|
51371xxxx0 |
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5 |
2 |
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| Wealthquest |
50 E Business Way #120, Cincinnati, OH 45241 |
|
51353xxxx0 |
ada*@w*****.com |
4.9 |
36 |
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2717 |
7 |
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| Realize Wealth Management |
3805 Edwards Rd STE 200, Cincinnati, OH 45209 |
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dav***********@n*.com |
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| Commas |
1355 Walnut St, Cincinnati, OH 45202 |
|
51330xxxx1 |
hel**@u********.com |
5 |
3 |
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530 |
3 |
547 |
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| Mercer Advisors Wealth Management |
9200 Montgomery Rd, Cincinnati, OH 45242 |
|
51377xxxx2 |
aar********@m*************.com |
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2837 |
28 |
2900 |
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| Ohio Valley Wealth Management |
4000 Smith Rd, Cincinnati, OH 45209 |
|
51376xxxx0 |
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| Truepoint Wealth Counsel |
9999 Carver Rd Suite 200, Cincinnati, OH 45242 |
|
51379xxxx8 |
a.o*******@t**************.com |
5 |
3 |
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485 |
72 |
548 |
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| Wealth Management Associate - U.S. Bancorp Investments: Trisha Merk |
425 Walnut St, Cincinnati, OH 45202 |
|
51353xxxx7 |
aar************@u*****.com |
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344770 |
4390 |
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| Complete Wealth Strategies |
1055 St Paul Pl suite 155, Cincinnati, OH 45202 |
|
51353xxxx0 |
car*@s************.net |
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| Huntington Wealth Service |
525 Vine St 1St Floor, Cincinnati, OH 45202 |
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| Makris Financial Group |
5580 Glenway Ave, Cincinnati, OH 45238 |
|
51392xxxx0 |
ama****@m*******************.com |
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108 |
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| Merrill Lynch Financial Advisor Christopher L Sprenkle |
312 Walnut St Suite 2425, Cincinnati, OH 45202 |
|
51357xxxx8 |
ale*********@m*.com |
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| Andrea Roeding - TIAA Wealth Management Advisor |
625 Eden Park Dr Suite 500, Cincinnati, OH 45202 |
|
86684xxxx8 |
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| Johnson Investment Counsel |
7755 Montgomery Rd #400, Cincinnati, OH 45236 |
|
51338xxxx1 |
abe*@j*********.com |
5 |
2 |
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419 |
30 |
457 |
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| Journey Advisory Group, LLC |
50 E Rivercenter Blvd Suite 301, Covington, KY 41011 |
|
85988xxxx6 |
inf*@j**************.group |
5 |
5 |
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135 |
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169 |
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| CurdCo Wealth Management, LLC |
5659 Rapid Run Rd Unit 3, Cincinnati, OH 45238 |
|
51349xxxx3 |
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| Eukles Wealth Management |
425 Walnut St #2260, Cincinnati, OH 45202 |
|
51397xxxx9 |
abb********@e*******.com |
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645 |
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| Center For Wealth Management |
4355 Ferguson Dr #200, Cincinnati, OH 45245 |
|
51340xxxx0 |
bev***********@l**.com |
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| U.S. Bancorp Investments - Financial Advisors: Cincinnati |
6240 Glenway Ave, Cincinnati, OH 45211 |
|
51369xxxx9 |
aar************@u*****.com |
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| Trindle Wealth Management - Morgan Stanley |
221 E 4th St Atrium Two Ste 22, Cincinnati, OH 45202 |
|
51385xxxx9 |
int**********@m************.com |
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| Strategic Wealth Designers |
5181 Natorp Blvd # 100, Mason, OH 45040 |
|
51349xxxx8 |
aar**@s*******.com |
4.6 |
34 |
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4.8 |
64 |
4739 |
16 |
4900 |
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| Wiley Wealth Management - UBS Financial Services Inc. |
The Towers At Kenwood, 8044 Montgomery Rd, Cincinnati, OH 45236 |
|
51379xxxx5 |
alb************@u**.com |
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| National Wealth Management Group LLC |
11260 Chester Rd, Cincinnati, OH 45246 |
|
51377xxxx2 |
nwm*************@c*************.com |
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| UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
|
51336xxxx0 |
|
3.7 |
3 |
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| Family Wealth Management - UBS Financial Services Inc. |
8044 Montgomery Rd Suite 100W, Cincinnati, OH 45236 |
|
51379xxxx0 |
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| Stephen Horn - Financial Advisor, Ameriprise Financial Services, LLC |
515 Monmouth St, Ste 302A, Newport, KY 41071 |
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85934xxxx4 |
dns*****@a***.com |
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| Brauley/Wagner Group - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
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51336xxxx1 |
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| James Leugers - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
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51336xxxx3 |
jam**********@u**.com |
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| Total Wealth Planning, LLC |
4665 Cornell Rd Suite 160, Cincinnati, OH 45241 |
|
51398xxxx6 |
amy@t******.com |
5 |
85 |
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147 |
4 |
166 |
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| CORE Wealth Management Group - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
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51336xxxx1 |
ade*********@u**.com |
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| Focus Wealth Management |
5636 Bridgetown Rd # F, Cincinnati, OH 45248 |
|
51383xxxx0 |
jan**@f*************.com |
5 |
3 |
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| Rockefeller Capital Management |
3825 Edwards Rd #630, Cincinnati, OH 45209 |
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abc****@r*****.com |
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| Robert Wood - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
|
51336xxxx2 |
abc***@u**.com |
3.7 |
3 |
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| Cornerstone Retirement Advisors, Inc. - Raymond James |
1139 Fehl Ln, Cincinnati, OH 45230 |
|
51365xxxx4 |
aar************@r***********.com |
4.8 |
16 |
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17483 |
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18000 |
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| Allworth Financial |
9987 Carver Rd # 100, Blue Ash, OH 45242 |
|
51346xxxx0 |
all************@a****************.com |
3.7 |
7 |
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5389 |
47 |
5500 |
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| Foster Kavanaugh Wealth Management Group - UBS Financial Services Inc. |
8044 Montgomery Road, Suite 100W, Cincinnati, OH 45236 |
|
51378xxxx1 |
abc*******@u**.com |
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| Quadrant Family Wealth Advisors |
255 E 5th St #3000, Cincinnati, OH 45202 |
|
51387xxxx0 |
qua*****@q*************.com |
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| Private Wealth Management | U.S. Bank |
425 Walnut St, Cincinnati, OH 45202 |
|
51363xxxx3 |
3d@u*****.com |
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335783 |
3183 |
336881 |
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| Affinity Wealth Advisors |
8170 Corporate Park Dr #210, Cincinnati, OH 45242 |
|
51348xxxx0 |
ala*@2********.com |
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| Northwest Wealth Management Group - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
|
51336xxxx1 |
ade*********@u**.com |
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| Quiet Wealth Management LLC |
6571 Kenview Dr, Cincinnati, OH 45243 |
|
51334xxxx1 |
cur***@q**********.net |
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| The Kenwood Wealth Management Group - Morgan Stanley |
7755 Montgomery Rd 2nd Floor, Cincinnati, OH 45236 |
|
51376xxxx2 |
int**********@m************.com |
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| U.S. Bancorp Investments - Financial Advisors: James Locke |
425 Ludlow Ave, Cincinnati, OH 45220 |
|
51347xxxx4 |
aar************@u*****.com |
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344769 |
4390 |
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| Royal Alliance Associates Inc. |
1717 Western Ave, Cincinnati, OH 45214 |
|
51338xxxx0 |
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2986 |
27 |
3500 |
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| Wurz Financial Services - Financial Advisors for Attorneys and Law Firm Owners - Covington, KY |
1032 Madison Ave Suite 10005, Covington, KY 41011 |
|
85929xxxx9 |
dar*****@w********************.com |
5 |
25 |
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86 |
|
100 |
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| Principled Wealth Advisors |
100 E Rivercenter Blvd, Covington, KY 41011 |
|
85995xxxx7 |
bar**@p***************.net |
5 |
1 |
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| Aspiriant Wealth Management |
201 E 5th St #1430, Cincinnati, OH 45202 |
|
51382xxxx0 |
aa@a********.com |
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4.9 |
14 |
128 |
14 |
149 |
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| Incline Wealth Advisors |
4030 Smith Rd Suite 200, Cincinnati, OH 45209 |
|
51370xxxx4 |
joh*******@i*************.com |
5 |
13 |
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| Concentric Wealth Management |
901 Adams Xing, Cincinnati, OH 45202 |
|
51333xxxx3 |
val*****@h*****.net |
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67 |
5 |
64 |
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| Milestone Wealth Advisors - UBS Financial Services Inc. |
8044 Montgomery Rd Suite 100W, Cincinnati, OH 45236 |
|
51379xxxx3 |
alb************@u**.com |
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| Legacy Financial |
117 E 4th St, Covington, KY 41011 |
|
85965xxxx5 |
cam*****@l**********************.com |
5 |
3 |
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| Gazder Wealth Management - Ameriprise Financial Services, LLC |
5905 E Galbraith Rd, Ste 4200, Cincinnati, OH 45236 |
|
51324xxxx2 |
dns*****@a***.com |
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| Merrill Lynch Financial Advisor Meghan E Broderick |
5905 E Galbraith Rd 7th Ste 7000 Floor, Cincinnati, OH 45236 |
|
51371xxxx1 |
dom*****************@b************.com |
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| KMK Financial Group |
211 Grandview Dr Suite 240, Fort Mitchell, KY 41017 |
|
85979xxxx2 |
ami****@k***********.com |
5 |
3 |
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523 |
30 |
547 |
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| Merrill Lynch Wealth Management |
5905 E Galbraith Rd, Cincinnati, OH 45236 |
|
51398xxxx0 |
bro*********@m*.com |
2.3 |
3 |
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| MAI Capital Management |
7755 Montgomery Rd, Cincinnati, OH 45236 |
|
51387xxxx5 |
aar**@m**.capital |
5 |
2 |
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| WaterStone Investment Counsel, LLC |
9435 Waterstone Blvd Suite 120, Cincinnati, OH 45249 |
|
51357xxxx0 |
|
3 |
2 |
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| Jeff Hemsath - Financial Advisor, Ameriprise Financial Services, LLC |
647 Monmouth St, Newport, KY 41071 |
|
85991xxxx9 |
dns*****@a***.com |
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132797 |
|
134000 |
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| Concentric Wealth Management |
901 Adams Crossing 1st Floor, Cincinnati, OH 45202 |
|
51333xxxx3 |
val*****@h*****.net |
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64 |
5 |
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| U.S. Bank - Wealth Management Banker: Tami Ackermann |
7350 Beechmont Ave, Cincinnati, OH 45230 |
|
51323xxxx0 |
aar************@u*****.com |
1 |
1 |
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| MCF Advisors |
50 E Rivercenter Blvd Ste 300, Covington, KY 41011 |
|
85939xxxx0 |
ali****@m**********.com |
5 |
2 |
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| U.S. Bank - Private Wealth Advisor: Neil Miller |
425 Walnut St, Cincinnati, OH 45202 |
|
51328xxxx7 |
aar************@u*****.com |
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| The Sycamore Hill Group - Morgan Stanley |
Atrium Two, 221 E 4th St 22 Fl, Cincinnati, OH 45202 |
|
51385xxxx2 |
acc**********@m************.com |
5 |
1 |
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| Harvest Financial Advisors |
8840 Cincinnati Dayton Rd, West Chester Township, OH 45069 |
|
51377xxxx0 |
abi***********@h**************.com |
5 |
2 |
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209 |
2 |
223 |
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| Baird Private Wealth Management |
312 Walnut St Suite #3120, Cincinnati, OH 45202 |
|
51342xxxx0 |
amg***@r******.com |
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| Barnes Black Dakoske Wealth Management - UBS Financial Services Inc. |
8044 Montgomery Road, Suite 100W, Cincinnati, OH 45236 |
|
51379xxxx3 |
abc*******@u**.com |
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| U.S. Bank - Private Wealth Advisor: Terry Davis |
425 Walnut St, Cincinnati, OH 45202 |
|
51363xxxx4 |
aar************@u*****.com |
|
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|
345409 |
5427 |
348000 |
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| Bartlett Wealth Management | Cincinnati |
600 Vine St # 2100, Cincinnati, OH 45202 |
|
51362xxxx2 |
aal*@b***********.com |
5 |
2 |
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426 |
2 |
469 |
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| Infinite Wealth Planning |
|
|
51353xxxx5 |
bre**@i*********************.com |
5 |
2 |
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| Huntington Financial Advisors |
3805 Edwards Rd Suite 350, Cincinnati, OH 45209 |
|
51336xxxx4 |
aar***********@h*********.com |
1 |
1 |
|
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|
267015 |
2560 |
267000 |
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| Ethan Stanley Wealth Management Team - UBS Financial Services Inc. |
312 Walnut St Suite 3300, Cincinnati, OH 45202 |
|
51357xxxx3 |
abc*******@u**.com |
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| Gateway Investment Advisers LLC |
312 Walnut St # 3500, Cincinnati, OH 45202 |
|
51371xxxx0 |
adm**@b*******.com |
5 |
1 |
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| Eisert Wealth Management |
2010 Madison Rd, Cincinnati, OH 45208 |
|
51387xxxx0 |
bla**@e*********************.com |
4 |
2 |
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4.8 |
15 |
164 |
|
169 |
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| Trinity Wealth Management LLC |
8040 Hosbrook Rd Ste 220, Cincinnati, OH 45236 |
|
51379xxxx0 |
mic**@m********.com |
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| Odyssey Financial Advisors - Ameriprise Financial Services, LLC |
130 Dudley Pike Ste 250, Edgewood, KY 41017 |
|
85983xxxx0 |
ama**********@a***.com |
5 |
2 |
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|
407 |
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|
| Queen City Financial Advisors, LLC |
212 E 3rd St #100, Cincinnati, OH 45202 |
|
51372xxxx3 |
inf*@q****************.com |
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| Ohana Wealth & Life Planning |
212 E 3rd St #100, Cincinnati, OH 45202 |
|
51341xxxx4 |
chr**@o************.com |
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| MAI Capital Management |
625 Eden Park Dr # 310, Cincinnati, OH 45202 |
|
51357xxxx0 |
aar**@m**.capital |
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| EntryPoint Wealth Management |
4030 Smith Rd Suite 200, Cincinnati, OH 45209 |
|
85920xxxx4 |
903*************************************@w*****************.com |
|
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|
103 |
|
133 |
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| Pathways Wealth Management - UBS Financial Services Inc. |
8044 Montgomery Road, The Towers At Kenwood, Cincinnati, OH 45236 |
|
51379xxxx3 |
aar***********@u**.com |
|
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|
| Merrill Lynch Financial Advisor Natalie G. Cozzi |
7796 Montgomery Rd Ste 200, Cincinnati, OH 45236 |
|
31281xxxx8 |
bri************@b***.com |
|
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| The Horton Neville Shick Wealth Management Group - UBS Financial Services Inc. |
The Towers At Kenwood, 8044 Montgomery Rd, Cincinnati, OH 45236 |
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51379xxxx6 |
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| Cincinnati Wealth Management, Inc. |
8044 Montgomery Rd Suite 700, Cincinnati, OH 45236 |
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51369xxxx4 |
ron@c***************.cc |
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