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WEALTH PLANNING CORP
WEALTH PLANNING CORP
CINCINNATI, Ohio
·
2 registered advisors
·
CRD# 105369
SEC# 801-18378
0
513-733-1750
01
Firm Overview
AUM
$455M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WEALTH PLANNING CORP
2 registered advisors
Conley Michael Johnson
CINCINNATI, Ohio
CRD# 820332
Todd Allan Steinbrink
CINCINNATI, Ohio
CRD# 2002642
05
Office Locations
CINCINNATI, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. WEALTH PLANNING CORP (CRD# 105369) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.