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Keith Eugene Dershem

Bartlett & Co. Wealth Management LLC

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About Keith Eugene Dershem

Keith Eugene Dershem is a financial advisor registered with Bartlett & Co. Wealth Management LLC in Cincinnati, OH. Keith has been in the financial services industry since 2001. Keith has a Series 66, Series 7 and SIE licenses and is also a Certified Financial Planner. Previously, Keith was employed by U.S. BANCORP INVESTMENTS, INC. and FIFTH THIRD SECURITIES, INC.

Firm Information

Keith Dershem 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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Keith Dershem’s Registration & Firm History

OH

10/21/2021 - Present

Bartlett & Co. Wealth Management LLC (CINCINNATI OH)

OH

02/21/2020 - 09/23/2021

U.S. BANCORP INVESTMENTS, INC. (CINCINNATI OH)

OH

11/06/2014 - 12/20/2019

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 12/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Eugene Dershem.
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