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Kailyn Michaele Neat

Bartlett & Co. Wealth Management LLC

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About Kailyn Michaele Neat

Kailyn Michaele Neat is a financial advisor at Bartlett & Co. Wealth Management LLC, a firm that provides financial planning and investment management services to a variety of clients. Kailyn Michaele Neat has been in the financial services industry since 2015 and holds the Series 7, Series 63, and SIE licenses. Kailyn Michaele Neat is a Certified Financial Planner and specializes in providing financial advice to high-net-worth individuals, families, and businesses.

Firm Information

Kailyn Neat is currently registered with Bartlett & Co. Wealth Management LLC. Bartlett & Co. Wealth Management LLC is a Cincinnati, Ohio-based registered investment advisor with over $8 billion in regulatory assets under management. The firm provides a range of financial planning and investment management services for individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Their services include credit and cash management solutions, insurance solutions, and portfolio management.
Bartlett & Co. Wealth Management LLC

600 VINE STREET

CINCINNATI, OH 45202-2466

$8.44B

Assets Under Management

25

Total Clients

30

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kailyn Neat’s Registration & Firm History

OH

03/06/2020 - Present

Bartlett & Co. Wealth Management LLC (CINCINNATI OH)

KY

09/04/2015 - 08/14/2017

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BC

Issued 09/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kailyn Michaele Neat.
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