Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Walker is a registered investment advisor representative at Bartlett & Co. Wealth Management LLC. Brian has been in the financial services industry since June 2014, and has a background in wealth management. Brian is a Chartered Financial Analyst and specializes in providing financial planning, portfolio management, and insurance solutions to individuals, families, and businesses. Brian holds a current Series 65 registration and is approved to provide investment advice in Ohio.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions; insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
04/29/2020 - Present
Bartlett & Co. Wealth Management LLC (CINCINNATI OH)
Active
Inactive
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