Center For Wealth Management

Center For Wealth Management (CRD# 171221) is a financial advisory firm headquartered in Cincinnati, OH. They manage $45,000,000 in 336 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    336
    ACCOUNTS
  • Average Account Value
    $133,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY, MA, OH, TX

Financial Advisors at Center For Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Keith D. Burkhardt
CRD#: 4312285
4355 Ferguson Dr., 200, Cincinnati, OH 45245
93
Wealthminder
score

Keith Burkhardt (CRD# 4312285) is an Investment Advisor Representative working at Center For Wealth Management in Cincinnati, OH and has over 14 years of experience in the finance industry.

2
Jason D. Feist
CRD#: 5211640
4355 Ferguson Dr., 200, Cincinnati, OH 45245
93
Wealthminder
score

Jason Feist (CRD# 5211640) is an Investment Advisor Representative working at Center For Wealth Management in Cincinnati, OH and has over 9 years of experience in the finance industry.

3
Christopher M. Wright
CRD#: 4263057
4355 Ferguson Dr., 200, Cincinnati, OH 45245
93
Wealthminder
score

Christopher Wright (CRD# 4263057) is an Investment Advisor Representative working at Center For Wealth Management in Cincinnati, OH and has over 13 years of experience in the finance industry.

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