Alexander
Kiritschenko

Brass Tax Wealth Management

CRD#3158695
Investment Advisor
in Cincinnati, OH

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About this Advisor

Alexander Kiritschenko is a financial advisor working in Cincinnati, Ohio with a total of 3 years of relevant experience. Kiritschenko is on the advisory team at Brass Tax Wealth Management. Over the course of their career, Kiritschenko has held roles at American United Life, Brass Tax Wealth Management, LLC, Lpl Financial LLC, Oneamerica Securities, Inc, Take It Off Grafitti Removal Company, Strategic Integrated Solutions and Storen Tax Services. Kiritschenko maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Indiana. Brass Tax Wealth Management is an advisory business based in Cincinnati, OH. The investment advisory business has offices in two locations and a total of eight people on staff. It handles $540 million in total assets among its 2,357 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 2,357 accounts, just 10% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services typically are based on the type of financial services. Fees billed by Brass Tax Wealth Management can consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4755 Cornell Road Suite 102A
Cincinnati, OH 45241

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Brass Tax Wealth Management Brokerage Details

Total Assets Under Management

$539,500,000

OH Average: $2,106,341,625
Total Number of Employees

8

OH Average: 34
Total Number of Accounts

2,357

OH Average: 1,972
Average Account Size

$228,893

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Alexander Kiritschenko Work History

Alexander has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Brass Tax Wealth Management, LLC

2019 - Present (5 years)

Lpl Financial LLC

2019 - Present (5 years)

Lpl Financial LLC

2016 - Present (8 years)

Strategic Integrated Solutions

2008 - Present (16 years)

Storen Tax Services

2003 - Present (21 years)

Take It Off Grafitti Removal Company

2019 - 2019 (< 1 year)

Brass Tax Wealth Management, LLC

2009 - 2019 (10 years)

Oneamerica Securities, Inc

2007 - 2019 (12 years)

American United Life

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexander Kiritschenko to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brass Tax Wealth Management

James Biggs
Cincinnati, OH
Leah Schulte
Cincinnati, OH
Nicholas Schulte
Cincinnati, OH
Kiran Sharma
Zionsville, IN
Alexander Kiritschenko
Cincinnati, OH
Greg Storen
Brownsburg, IN
Joseph Zaidain
Cincinnati, OH
Neal Schulte
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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