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William Andrew Groth

NATIONAL RETIREMENT CONSULTANTS INC·HAMILTON, Ohio
SIE, Series 7, Series 63Clean record26 years registeredNATIONAL RETIREMENT CONSULTANTS INC
223 ROSS AVENUE, HAMILTON, OH 45013CRD# 2871558Firm CRD# 106692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Andrew Groth · HAMILTON, OH
Registration
CRD #2871558 · NATIONAL RETIREMENT CONSULTANTS INC · 26 years registered
Brand Profile
Not yet started
01

Career History

WAVERLY ADVISORS, LLC
Oct 2024 – present
9258 WEALTH MANAGEMENT, LLC
Jan 2020 – Dec 2024
Hamilton, OH
NATIONAL RETIREMENT CONSULTANTS INC
Oct 1999 – Feb 2020
HAMILTON, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · October 6, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NATIONAL RETIREMENT CONSULTANTS INC
CRD 106692 · SEC 801-54046
AUM
$176M
Regulatory assets under management
Employees
4
512 client accounts
Services offered by NATIONAL RETIREMENT CONSULTANTS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NATIONAL RETIREMENT CONSULTANTS INC →
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05

Frequently Asked Questions

What services does William Andrew Groth offer?
William Andrew Groth specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HAMILTON, Ohio for a consultation.
What are William Andrew Groth's credentials?
William Andrew Groth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Andrew Groth located?
William Andrew Groth is based in HAMILTON, Ohio, working with NATIONAL RETIREMENT CONSULTANTS INC. Their office serves clients in the HAMILTON metropolitan area and surrounding communities.
How does William Andrew Groth charge for services?
William Andrew Groth's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NATIONAL RETIREMENT CONSULTANTS INC?
NATIONAL RETIREMENT CONSULTANTS INC has approximately 4 employees and manages $176M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
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Research
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