Unclaimed
Kenneth Lawrence Schlachter is a financial advisor with Bartlett & Co. Wealth Management LLC in Cincinnati, OH. Kenneth has been in the financial services industry since 1987 and has a wealth of experience providing investment advice and financial planning to individuals, families, and businesses. He is a Chartered Financial Analyst and is dedicated to helping clients achieve their financial goals. Kenneth is registered with the state of Ohio and holds the Series 7, 24 and 63 licenses. Kenneth has specialized in a variety of sectors including individual, high-net-worth, pension and profit-sharing plans, and corporations and other businesses.
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.
1
2
OH
04/27/2018 - Present
Bartlett & Co. Wealth Management LLC (Cincinatti OH)
MD
01/10/1996 - 12/06/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
12/04/1987 - 01/10/1996
BARTLETT & CO.
BC
Issued 06/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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