Foster & Motley Inc.

Foster & Motley Inc. (CRD# 106905) is a financial advisory firm headquartered in Cincinnati, OH. They manage $2,266,416,534 in 861 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,266
    MILLION
  • Total Number of Accounts
    861
    ACCOUNTS
  • Average Account Value
    $2,632,307
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Foster & Motley Inc.
Showing 11 - 20 of 20 top financial advisors.
11
David J. Nienaber
CRD#: 5475768
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

David Nienaber (CRD# 5475768) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 16 years of experience in the finance industry.

12
Joseph A. Patterson
CRD#: 6350598
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Joseph Patterson (CRD# 6350598) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

13
Rachel A. Rasmussen
CRD#: 6074939
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Rachel Rasmussen (CRD# 6074939) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 10 years of experience in the finance industry.

14
Nicole E. Roland
CRD#: 6191500
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Nicole Roland (CRD# 6191500) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 6 years of experience in the finance industry.

15
Nicholas E. Roth
CRD#: 6578088
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Nicholas Roth (CRD# 6578088) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 6 years of experience in the finance industry.

16
Ralph J. Scherer
CRD#: 1788840
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Ralph Scherer (CRD# 1788840) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

17
Bradley M. Soper
CRD#: 6331672
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Bradley Soper (CRD# 6331672) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 9 years of experience in the finance industry.

18
Amy L. Thomas
CRD#: 4657432
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Amy Thomas (CRD# 4657432) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 23 years of experience in the finance industry.

19
Emily C. Hogya
CRD#: 7714158
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Emily Hogya (CRD# 7714158) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

20
Megan Lyons
CRD#: 7318724
7755 Montgomery Road, Suite 100, Cincinnati, OH 45236

Megan Lyons (CRD# 7318724) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.

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