Noah
Henson

National Wealth Management Group, LLC

CRD#6746862
Investment Advisor
in Cincinnati, OH

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About this Advisor

Noah Henson is a financial advisor based in Cincinnati, Ohio, working with National Wealth Management Group, LLC. Noah has previously held positions at Mass Mutual Life Insurance Company, Mml Investors Services, 45 East Bar & Grill, Macy's, Skyline Restaurant, Walden Ponds Golf Course, Miami University, Trade Global, Miami University Bakery, Lpl Financial LLC, and National Wealth Management Company, LLC. Noah has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Noah is part of National Wealth Management Group, LLC, which operates out of Cincinnati, Ohio. The firm has 7 offices and 19 employees. The firm manages assets totaling $296.9 million and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at National Wealth Management Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

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

$296,852,355

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

19

OH Average: 34
Total Number of Accounts

2,242

OH Average: 1,972
Average Account Size

$132,405

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

Noah Henson Work History

2021 - Present (3 years)

Lpl Financial LLC

2021 - Present (3 years)

National Wealth Management Company, LLC

2017 - 2021 (4 years)

Mml Investors Services

2016 - 2021 (5 years)

Mass Mutual Life Insurance Company

2016 - 2016 (< 1 year)

Macy'S

2016 - 2016 (< 1 year)

Skyline Restaurant

2016 - 2016 (< 1 year)

Walden Ponds Golf Course

2015 - 2017 (2 years)

45 East Bar & Grill

2015 - 2016 (1 year)

Trade Global

2015 - 2015 (< 1 year)

Trade Global

2015 - 2015 (< 1 year)

Miami University Bakery

2014 - 2015 (1 year)

Trade Global

2014 - 2014 (< 1 year)

Miami University Bakery

2014 - 2014 (< 1 year)

Trade Global

2013 - 2017 (4 years)

Miami University

Disclosures

Please visit the SEC profile of Noah Henson 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

Donald Bateman
Cincinnati, OH
Noah Henson
Cincinnati, OH
Benjamin Jones
Cincinnati, OH
Brent Gargano
Cincinatti, OH
Richard Moss
Indianapolis, IN
Joseph Fink
Cincinnati, OH
Katherine Petrelli
Cincinnati, OH
Lisa Gerardi
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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