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Financial ADVSR advisor directory · SEC adviser records

Bartlett & Co. Wealth Management LLC financial advisors

Every SEC-registered investment adviser representative at Bartlett & Co. Wealth Management LLC, by the state and city of the office they work from.

28 registered advisors work at Bartlett & Co. Wealth Management LLC, in 3 states and 4 cities; the most are in Cincinatti, OH (10). 7 list the CFP designation and 0 are also registered broker representatives.

Cities with the most Bartlett & Co. Wealth Management LLC advisors

Cincinatti, OH 10Cincinnati, OH 9Chicago, IL 7Louisville, KY 2

Bartlett & Co. Wealth Management LLC advisors by state

Questions

How many financial advisors does Bartlett & Co. Wealth Management LLC have?

28 investment adviser representatives are registered with Bartlett & Co. Wealth Management LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 4 cities. 7 list the CFP designation and 0 are also registered as broker representatives.

Where does Bartlett & Co. Wealth Management LLC have the most advisors?

Cincinatti, OH, with 10 registered advisors, then Cincinnati, OH (9). By state, Ohio has the most, with 19.

How do I find a Bartlett & Co. Wealth Management LLC financial advisor near me?

Pick your state below, then your city, to see every Bartlett & Co. Wealth Management LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Bartlett & Co. Wealth Management LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →