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Anne Lame Megerle

LENOX WEALTH MANAGEMENT, INC.·CINCINNATI, Ohio
Clean record13 years registeredLENOX WEALTH MANAGEMENT, INC.
8044 MONTGOMERY ROAD, CINCINNATI, OH 45236CRD# 6186363Firm CRD# 132818

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anne Lame Megerle · CINCINNATI, OH
Registration
CRD #6186363 · LENOX WEALTH MANAGEMENT, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Aug 2020 – present
LENOX WEALTH MANAGEMENT, INC.
Jun 2013 – Aug 2020
CINCINNATI, OH
02

Registrations & Exams

Registration record
First registered · June 14, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LENOX WEALTH MANAGEMENT, INC.
CRD 132818 · SEC 801-63546
AUM
$644M
Regulatory assets under management
Employees
13
2,060 client accounts
Services offered by LENOX WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LENOX WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Anne Lame Megerle offer?
Anne Lame Megerle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Anne Lame Megerle's credentials?
Anne Lame Megerle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Lame Megerle located?
Anne Lame Megerle is based in CINCINNATI, Ohio, working with LENOX WEALTH MANAGEMENT, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Anne Lame Megerle charge for services?
Anne Lame Megerle's firm is compensated through percentage of aum, hourly charges, subscription fees, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LENOX WEALTH MANAGEMENT, INC.?
LENOX WEALTH MANAGEMENT, INC. has approximately 13 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LENOX WEALTH MANAGEMENT, INC.

John Christopher Lame
CINCINNATI, OH
Steven Edward Reder
CINCINNATI, OH

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