Walter
Lunsford
9258 Wealth Management, LLC
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About this Advisor
Walter Lunsford is a financial advisor based in Cincinnati, Ohio, working with 9258 Wealth Management, LLC. Walter has previously held positions at Raymond James & Associates, Inc, Lunsford Cattle Company, LLC, Lunsford Ridge Farm, LLC, 9258 Wealth Management, LLC, and Purshe Kaplan Sterling Investments. Walter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Walter is part of 9258 Wealth Management, LLC, which operates out of Cincinnati, Ohio. The firm has 1 office and 18 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, and educational seminars. The fee structure at 9258 Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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9258 Wealth Management, LLC Brokerage Details
$1,033,822,730
18
3,274
$315,767
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
Walter Lunsford Work History
9258 Wealth Management, LLC
Lunsford Cattle Company, LLC
Lunsford Ridge Farm, LLC
Purshe Kaplan Sterling Investments
Raymond James & Associates, Inc
Disclosures
Please visit the SEC profile of Walter Lunsford 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
Cincinnati, OH
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