Be advised. This firm is no longer registered.

Whitlatch, Amy L. Cfp(r), Cdfa

Whitlatch, Amy L. Cfp(r), Cdfa (CRD# 120756) is a financial advisory firm headquartered in Cincinnati, OH. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.


Financial Advisors at Whitlatch, Amy L. Cfp(r), Cdfa
No Advisor Found.
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