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Martin Nelson McClelland

Bartlett & Co. Wealth Management LLC

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About Martin Nelson McClelland

Martin McClelland is an Investment Advisor Representative registered with Bartlett & Co. Wealth Management LLC. Martin has been in the industry since 2012. Martin has a Series 65 (Uniform Investment Adviser Law Examination) and a Series 63 (Uniform Securities Agent State Law Examination). Martin is registered in Florida, Kentucky and Texas. Martin works in the Louisville, KY branch office of Bartlett & Co. Wealth Management LLC. Martin specializes in offering a variety of financial products and services, including portfolio management for individuals, businesses, and investment companies, financial planning, and selection of other advisors.

Firm Information

Martin McClelland 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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Martin McClelland’s Registration & Firm History

KY

02/12/2023 - Present

Bartlett & Co. Wealth Management LLC (Louisville KY)

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Licenses & Designations

IA

Issued 06/20/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/1995

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martin Nelson McClelland.
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