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Walter Bishop Lunsford

9258 WEALTH MANAGEMENT, LLC·BLUE ASH, Ohio
Clean record9258 WEALTH MANAGEMENT, LLC
4420 COOPER ROAD, BLUE ASH, OH 45242CRD# 1070860Firm CRD# 290693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Walter Bishop Lunsford · BLUE ASH, OH
Registration
CRD #1070860 · 9258 WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Walter Bishop Lunsford is a registered financial advisor based in BLUE ASH, Ohio, affiliated with 9258 WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
9258 WEALTH MANAGEMENT, LLC
9258 WEALTH MANAGEMENT, LLC
AUM
$1.0B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at 9258 WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1070860
Firm CRD# 290693
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Walter Bishop Lunsford offer?
Walter Bishop Lunsford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLUE ASH, Ohio for a consultation.
What are Walter Bishop Lunsford's credentials?
Walter Bishop Lunsford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walter Bishop Lunsford located?
Walter Bishop Lunsford is based in BLUE ASH, Ohio, working with 9258 WEALTH MANAGEMENT, LLC. Their office serves clients in the BLUE ASH metropolitan area and surrounding communities.
How does Walter Bishop Lunsford charge for services?
Walter Bishop Lunsford's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 9258 WEALTH MANAGEMENT, LLC?
9258 WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at 9258 WEALTH MANAGEMENT, LLC

Larry Langefels
BLUE ASH, OH
Matthew Ryan Tranquilli
BLUE ASH, OH
Shawn Luther Fishbaugh
BLUE ASH, OH

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