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Michael Alan Herst

Bartlett & Co. Wealth Management LLC

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About Michael Alan Herst

Michael Herst is an Investment Advisor Representative with Bartlett & Co. Wealth Management LLC. Michael is a Chartered Financial Analyst and has been in the industry since January 2015. Michael is registered with the state of Illinois and Texas. Michael has a Series 65 license and has been working with clients in the areas of financial planning, portfolio management for individuals and businesses and has experience with credit and cash management solutions and insurance solutions.

Firm Information

Michael Herst 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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Michael Herst’s Registration & Firm History

IL

07/01/2019 - Present

Bartlett & Co. Wealth Management LLC (Chicago IL)

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Licenses & Designations

IA

Issued 05/14/1996

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Alan Herst.
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