National Wealth Management Group, LLC

National Wealth Management Group, LLC (CRD# 174883) is a financial advisory firm headquartered in Cincinnati, OH. They manage $102,783,043 in 950 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    950
    ACCOUNTS
  • Average Account Value
    $108,193
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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.

AL, CA, DE, FL, GA, IN, KY, MA, NC, NJ, NY, OH, TX

Financial Advisors at National Wealth Management Group, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Donald M. Bateman
CRD#: 4354433
4171 W. Hillsboro Blvd, Suite 4, Coconut Creek, FL 33073
93
Wealthminder
score

Donald Bateman (CRD# 4354433) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Coconut Creek, FL and has over 16 years of experience in the finance industry.

2
Christopher A. Carbone
CRD#: 5589809
11260 Chester Road, Suite 250, Cincinnati, OH 45246
93
Wealthminder
score

Christopher Carbone (CRD# 5589809) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Cincinnati, OH and has over 9 years of experience in the finance industry.

3
Lisa J. Gerardi
CRD#: 2358924
11260 Chester Road, Suite 250, Cincinnati, OH 45246
93
Wealthminder
score

Lisa Gerardi (CRD# 2358924) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.

4
Angela M. Howard
CRD#: 4018960
81 Mill Street, Suite 300, Gahanna, OH 43230
93
Wealthminder
score

Angela Howard (CRD# 4018960) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Gahanna, OH and has over 7 years of experience in the finance industry.

5
Danny P. Manley
CRD#: 5045468
11260 Chester Road, Suite 250, Cincinnati, OH 45246
93
Wealthminder
score

Danny Manley (CRD# 5045468) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Cincinnati, OH and has over 5 years of experience in the finance industry.

6
Katherine J. Petrelli
CRD#: 4364419
389 Palm Coast Pkwy Sw, Suite 4, Palm Coast, FL 32137
93
Wealthminder
score

Katherine Petrelli (CRD# 4364419) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Palm Coast, FL and has over 17 years of experience in the finance industry.

7
Joseph F. Fink
CRD#: 1564445
4171 W. Hillsboro Blvd, Suite 4, Coconut Creek, FL 33073
83
Wealthminder
score

Joseph Fink (CRD# 1564445) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Coconut Creek, FL and has over 31 years of experience in the finance industry.

8
Benjamin J. Jones
CRD#: 5156039
4171 W. Hillsboro Blvd, Suite 4, Coconut Creek, FL 33073
83
Wealthminder
score

Benjamin Jones (CRD# 5156039) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Coconut Creek, FL and has over 11 years of experience in the finance industry.

9
Gerald M. Pepper
CRD#: 2571372
11260 Chester Road, Suite 250, Cincinnati, OH 45246
71
Wealthminder
score

Gerald Pepper (CRD# 2571372) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.

10
Vivienne K. Schleu
CRD#: 2670443
11260 Chester Road, Suite 250, Cincinnati, OH 45246
68
Wealthminder
score

Vivienne Schleu (CRD# 2670443) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Cincinnati, OH and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.