Fort Washington Investment Advisors Inc.

Fort Washington Investment Advisors Inc. (CRD# 107126) is a financial advisory firm headquartered in Cincinnati, OH. They manage $45,477,715,082 in 1,356 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    45,478
    MILLION
  • Total Number of Accounts
    1,356
    ACCOUNTS
  • Average Account Value
    $33,538,138
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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.

AZ, CA, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NJ, NM, NY, OH, PA, TN, TX, UT, VA, WI

Financial Advisors at Fort Washington Investment Advisors Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Kate C. Brown
CRD#: 4607477
303 Broadway, Suite 1200, Cincinnati, OH 45202
96
Wealthminder
score

Kate Brown (CRD# 4607477) is an Investment Advisor Representative working at Fort Washington Investment Advisors Inc. in Cincinnati, OH and has over 13 years of experience in the finance industry. Kate Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven K. Kreider
CRD#: 1339482
303 Broadway, Suite 1200, Cincinnati, OH 45202
96
Wealthminder
score

Steven Kreider (CRD# 1339482) is an Investment Advisor Representative working at Fort Washington Investment Advisors Inc. in Cincinnati, OH and has over 24 years of experience in the finance industry.

3
Charles A. Ulbricht
CRD#: 2278452
303 Broadway, Suite 1200, Cincinnati, OH 45202
96
Wealthminder
score

Charles Ulbricht (CRD# 2278452) is an Investment Advisor Representative working at Fort Washington Investment Advisors Inc. in Cincinnati, OH and has over 24 years of experience in the finance industry.

4
Lawrence M. Carone
CRD#: 2871587
25800 Science Park Drive, Suite 100, Cleveland, OH 44122
93
Wealthminder
score

Lawrence Carone (CRD# 2871587) is an Investment Advisor Representative working at Fort Washington Investment Advisors Inc. in Cleveland, OH and has over 3 years of experience in the finance industry.

5
Thomas L. Finn
CRD#: 1710112
303 Broadway, Cincinnati, OH 45202
93
Wealthminder
score

Thomas Finn (CRD# 1710112) is an Investment Advisor Representative working at Fort Washington Investment Advisors Inc. in Cincinnati, OH and has over 24 years of experience in the finance industry.

6
Martin W. Flesher
CRD#: 2344120
303 Broadway, 12th Floor, Cincinnati, OH 45202
93
Wealthminder
score

Martin Flesher (CRD# 2344120) is an Investment Advisor Representative working at Fort Washington Investment Advisors Inc. in Cincinnati, OH and has over 20 years of experience in the finance industry.

7
Maria Lourdes M. Garcia
CRD#: 5233136
303 Broadway, Suite 1200, Cincinnati, OH 45202
93
Wealthminder
score

Maria Lourdes Garcia (CRD# 5233136) is an Investment Advisor Representative working at Fort Washington Investment Advisors Inc. in Cincinnati, OH and has over 9 years of experience in the finance industry.

8
John J. Goetz
CRD#: 1276271
303 Broadway, Suite 1200, Cincinnati, OH 45202
93
Wealthminder
score

John Goetz (CRD# 1276271) is an Investment Advisor Representative working at Fort Washington Investment Advisors Inc. in Cincinnati, OH and has over 28 years of experience in the finance industry.

9
Constance L. Krebs
CRD#: 4674823
303 Broadway, Suite 1200, Cincinnati, OH 45202
93
Wealthminder
score

Constance Krebs (CRD# 4674823) is an Investment Advisor Representative working at Fort Washington Investment Advisors Inc. in Cincinnati, OH and has over 13 years of experience in the finance industry.

10
Nicholas P. Sargen
CRD#: 1605778
303 Broadway, Suite 1200, Cincinnati, OH 45202
93
Wealthminder
score

Nicholas Sargen (CRD# 1605778) is an Investment Advisor Representative working at Fort Washington Investment Advisors Inc. in Cincinnati, OH and has over 24 years of experience in the finance industry.

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