Lori
Noelcke

Richwood Investment Advisors, LLC

CRD#2395647
Investment Advisor
in Cincinnati, OH

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About this Advisor

Lori Noelcke is a financial advisor working in Cincinnati, Ohio with a total of 8 years of relevant experience. Noelcke is an advisor for Richwood Investment Advisors, LLC. Their career trajectory has included roles at Richwood Investment Advisors, LLC and Homemaker. Noelcke has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. Richwood Investment Advisors, LLC is a financial advisory company operating out of Cincinnati, OH. It manages $115 million in assets under management across its 381 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 381 accounts, 25% are associated with high-net-worth investors who have greater than $1 million in assets. The company performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely depend on which service is provided. However, fee types billed by Richwood Investment Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5082 Wooster Road Suite 100
Cincinnati, OH 45226

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Richwood Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$114,738,410

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

4

OH Average: 34
Total Number of Accounts

381

OH Average: 1,972
Average Account Size

$301,151

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Lori Noelcke Work History

Lori has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Richwood Investment Advisors, LLC

2005 - 2015 (10 years)

Homemaker

*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 Lori Noelcke 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 Richwood Investment Advisors, LLC

Eric Hill
Cincinnati, OH
Debora Caley
Cincinnati, OH
Lori Noelcke
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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