Unclaimed Profile

Kenneth Lawrence Schlachter

BARTLETT & CO. LLC·CINCINNATI, Ohio

Series 7, Series 24, Series 63Clean record26 years registeredBARTLETT & CO. LLC

600 VINE STREET, CINCINNATI, OH 45202CRD# 1078249Firm CRD# 159973

Profile Verification

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

Identity

Kenneth Lawrence Schlachter · CINCINNATI, OH

Registration

CRD #1078249 · BARTLETT & CO. LLC · 26 years registered

Brand Profile

Not yet started

Career History

BARTLETT & CO. WEALTH MANAGEMENT LLC

Apr 2018 – present

BARTLETT & CO. LLC

Mar 2012 – Apr 2018

CINCINNATI, OH

BARTLETT & CO

Jan 2000 – Apr 2012

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · January 1, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BARTLETT & CO. LLC

CRD 159973 · SEC 801-73057

AUM

$4.1B

Regulatory assets under management

Employees

1,197 client accounts

Services offered by BARTLETT & CO. LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BARTLETT & CO. LLC →

Introduction

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Frequently Asked Questions

What services does Kenneth Lawrence Schlachter offer?

Kenneth Lawrence Schlachter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Kenneth Lawrence Schlachter's credentials?

Kenneth Lawrence Schlachter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Lawrence Schlachter located?

Kenneth Lawrence Schlachter is based in CINCINNATI, Ohio, working with BARTLETT & CO. LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Kenneth Lawrence Schlachter charge for services?

Kenneth Lawrence Schlachter'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 BARTLETT & CO. LLC?

BARTLETT & CO. LLC has approximately 47 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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