Unclaimed Profile

Kevin Thomas Gade

BAHL & GAYNOR INC·CINCINNATI, Ohio

SIE, Series 7, Series 52, Series 63Clean recordBAHL & GAYNOR INC

255 EAST FIFTH STREET, CINCINNATI, OH 45202CRD# 6353157Firm CRD# 106139

Profile Verification

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

Identity

Kevin Thomas Gade · CINCINNATI, OH

Registration

CRD #6353157 · BAHL & GAYNOR INC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 52

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAHL & GAYNOR INC

CRD 106139 · SEC 801-36951

AUM

$20.2B

Regulatory assets under management

Employees

3,155 client accounts

Services offered by BAHL & GAYNOR INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BAHL & GAYNOR INC →

Introduction

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Frequently Asked Questions

What services does Kevin Thomas Gade offer?

Kevin Thomas Gade specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Kevin Thomas Gade's credentials?

Kevin Thomas Gade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Thomas Gade located?

Kevin Thomas Gade is based in CINCINNATI, Ohio, working with BAHL & GAYNOR INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Kevin Thomas Gade charge for services?

Kevin Thomas Gade'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 BAHL & GAYNOR INC?

BAHL & GAYNOR INC has approximately 74 employees and manages $20.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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