9258 Wealth Management, LLC

9258 Wealth Management, LLC (CRD# 290693) is a financial advisory firm headquartered in Blue Ash, OH. They manage $1,033,822,730 in 3,274 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,034
    MILLION
  • Total Number of Accounts
    3,274
    ACCOUNTS
  • Average Account Value
    $315,767
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, IN, KY, MI, MN, NC, NY, OH, SC, TN, TX, VA, WI

Financial Advisors at 9258 Wealth Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Peter C. Bohrofen
CRD#: 5669582
4420 Cooper Road, Suite 100, Blue Ash, OH 45242

Peter Bohrofen (CRD# 5669582) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 14 years of experience in the finance industry.

2
Thomas E. Finley
CRD#: 3258696
4420 Cooper Road, Suite 100, Blue Ash, OH 45242

Thomas Finley (CRD# 3258696) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 19 years of experience in the finance industry.

3
William A. Groth
CRD#: 2871558
Hamilton, OH

William Groth (CRD# 2871558) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Hamilton, OH and has over 26 years of experience in the finance industry.

4
Dean R. Johns
CRD#: 6113632
4420 Cooper Road, Suite 100, Blue Ash, OH 45242

Dean Johns (CRD# 6113632) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has 1 year of experience in the finance industry.

5
Walter B. Lunsford
CRD#: 1070860
4420 Cooper Road, Suite 100, Blue Ash, OH 45242

Walter Lunsford (CRD# 1070860) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 39 years of experience in the finance industry.

6
Jacob R. Petrie
CRD#: 6458744
4420 Cooper Road, Suite 100, Blue Ash, OH 45242

Jacob Petrie (CRD# 6458744) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 8 years of experience in the finance industry.

7
Clayton M. Reynolds
CRD#: 6117316
4420 Cooper Road, Suite 100, Blue Ash, OH 45242

Clayton Reynolds (CRD# 6117316) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 11 years of experience in the finance industry.

8
Cathy R. Waters
CRD#: 3090560
223 Ross Avenue, Hamilton, OH 45013

Cathy Waters (CRD# 3090560) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Hamilton, OH and has over 25 years of experience in the finance industry.

9
Dinah F. Bird
CRD#: 2131274
4420 Cooper Road, Suite 100, Blue Ash, OH 45242

Dinah Bird (CRD# 2131274) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 33 years of experience in the finance industry.

10
Clarissa A. Lichliter
CRD#: 7441503
223 Ross Ave, Hamilton, OH 45013

Clarissa Lichliter (CRD# 7441503) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Hamilton, OH and has 1 year of experience in the finance industry.

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