Unclaimed Profile

John Jeffrey Krumpelman

MARINER WEALTH ADVISORS-CINCINNATI, LLC·CINCINNATI, Ohio

Clean record17 years registeredMARINER WEALTH ADVISORS-CINCINNATI, LLC

312 WALNUT STREET, CINCINNATI, OH 45202CRD# 4347878Firm CRD# 165759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Jeffrey Krumpelman · CINCINNATI, OH

Registration

CRD #4347878 · MARINER WEALTH ADVISORS-CINCINNATI, LLC · 17 years registered

Brand Profile

Not yet started

Career History

MARINER

Feb 2018 – present

MARINER WEALTH ADVISORS

Sep 2014 – Nov 2018

CINCINNATI, OH

HILLIARD LYONS CAPITAL MANAGEMENT, LLC

Mar 2009 – Apr 2011

LOUISVILLE, KY

Registrations & Exams

Registration record

First registered · March 24, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARINER WEALTH ADVISORS-CINCINNATI, LLC

CRD 165759 · SEC 801-77253

AUM

$2.8B

Regulatory assets under management

Employees

3,402 client accounts

Services offered by MARINER WEALTH ADVISORS-CINCINNATI, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MARINER WEALTH ADVISORS-CINCINNATI, LLC →

Introduction

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Frequently Asked Questions

What services does John Jeffrey Krumpelman offer?

John Jeffrey Krumpelman specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are John Jeffrey Krumpelman's credentials?

John Jeffrey Krumpelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Jeffrey Krumpelman located?

John Jeffrey Krumpelman is based in CINCINNATI, Ohio, working with MARINER WEALTH ADVISORS-CINCINNATI, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does John Jeffrey Krumpelman charge for services?

John Jeffrey Krumpelman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARINER WEALTH ADVISORS-CINCINNATI, LLC?

MARINER WEALTH ADVISORS-CINCINNATI, LLC has approximately 37 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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