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Lori Beth Poole

Bartlett & Co. Wealth Management LLC

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About Lori Beth Poole

Lori Beth Poole is a Certified Financial Planner™ professional affiliated with Bartlett & Co. Wealth Management LLC. Lori Beth Poole has been in the financial services industry since February 2012. Lori Beth Poole is registered with FINRA and is licensed to conduct business in Ohio. Lori Beth Poole is also a board member of the Alpaugh Family Economics Center, a non-profit organization focused on financial education and economic development.

Firm Information

Lori Poole 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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Lori Poole’s Registration & Firm History

OH

04/30/2018 - Present

Bartlett & Co. Wealth Management LLC (Cincinatti OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lori Beth Poole.
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