Clarissa
Lichliter
9258 Wealth Management, LLC
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About this Advisor
Clarissa Lichliter is a certified financial planner based in Hamilton, Ohio with 2 years of relevant experience. Lichliter is currently employed by 9258 Wealth Management, LLC. Lichliter has gained experience at 9258 Wealth Management and National Retirement Consuttants. Lichliter is registered to operate in Ohio. 9258 Wealth Management, LLC is a company that has its headquarters in Cincinnati, OH. The firm has a total of 15 advisors. It controls $883 million in assets between its 3,230 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 3,230 client accounts, 25% are associated with high-net-worth individuals who have at least $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors usually depend on which services are provided. However, fees billed by 9258 Wealth Management, LLC likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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9258 Wealth Management, LLC Brokerage Details
$883,195,880
15
3,230
$273,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Clarissa Lichliter Work History
Clarissa has been registered as a financial advisor for 2 years.*
9258 Wealth Management
National Retirement Consuttants
*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 Clarissa Lichliter 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 9258 Wealth Management, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Hamilton, OH
Cincinnati, OH
Cincinnati, OH
Hamilton, OH
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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.
