Unclaimed Profile

Lori Beth Poole

BARTLETT & CO. WEALTH MANAGEMENT LLC·CINCINNATI, Ohio

Clean record10 years registeredBARTLETT & CO. WEALTH MANAGEMENT LLC

600 VINE STREET, CINCINNATI, OH 45202-2466CRD# 6657517Firm CRD# 292246

Profile Verification

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

Identity

Lori Beth Poole · CINCINNATI, OH

Registration

CRD #6657517 · BARTLETT & CO. WEALTH MANAGEMENT LLC · 10 years registered

Brand Profile

Not yet started

Career History

BARTLETT & CO. WEALTH MANAGEMENT LLC

Apr 2018 – present

BARTLETT & CO. LLC

May 2016 – Apr 2018

CINCINNATI, OH

Registrations & Exams

Registration record

First registered · May 26, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BARTLETT & CO. WEALTH MANAGEMENT LLC

CRD 292246 · SEC 801-112635

AUM

$8.4B

Regulatory assets under management

Employees

5,859 client accounts

Services offered by BARTLETT & CO. WEALTH MANAGEMENT LLC

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 BARTLETT & CO. WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Lori Beth Poole offer?

Lori Beth Poole specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Lori Beth Poole's credentials?

Lori Beth Poole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lori Beth Poole located?

Lori Beth Poole is based in CINCINNATI, Ohio, working with BARTLETT & CO. WEALTH MANAGEMENT LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Lori Beth Poole charge for services?

Lori Beth Poole'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. WEALTH MANAGEMENT LLC?

BARTLETT & CO. WEALTH MANAGEMENT LLC has approximately 77 employees and manages $8.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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