Angela
Howard

National Wealth Management Group, LLC

CRD#4018960
Investment Advisor
in Cincinnati, OH

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About this Advisor

Angela Howard is a financial advisor based in Cincinnati, Ohio with a total of 1 year of relevant experience. Howard currently works for National Wealth Management Group, LLC. Their career trajectory has included roles at National Wealth Management Group, LLC and Lpl Financial LLC. Howard has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Ohio and Texas. National Wealth Management Group, LLC is a financial advisory company headquartered in Cincinnati, OH. The firm has offices in seven locations and a total of 19 employees. It controls $234 million in assets under management among its 2,252 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises two charitable organizations. Of its 2,252 client accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in investable assets. National Wealth Management Group, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules typically are based on the financial services offered. Fee types billed by National Wealth Management Group, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11260 Chester Road Suite 250
Cincinnati, OH 45246-0002

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National Wealth Management Group, LLC Brokerage Details

Total Assets Under Management

$234,085,999

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

19

OH Average: 34
Total Number of Accounts

2,252

OH Average: 1,972
Average Account Size

$103,946

OH Average: $1,068,125

Investment Advisory Services

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

Angela Howard Work History

Angela has been registered as a financial advisor for 1 years.*

2016 - Present (8 years)

National Wealth Management Group, LLC

2008 - Present (16 years)

Lpl Financial LLC

*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 Angela Howard 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 National Wealth Management Group, LLC

Benjamin Jones
Cincinnati, OH
Donald Bateman
Cincinnati, OH
Richard Moss
Indianapolis, IN
Brent Gargano
Cincinatti, OH
Katherine Petrelli
Cincinnati, OH
Lisa Gerardi
Cincinnati, OH
Joseph Fink
Cincinnati, OH
Noah Henson
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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