Walter
Lunsford

9258 Wealth Management, LLC

CRD#1070860
Investment Advisor
in Cincinnati, OH

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About this Advisor

Walter Lunsford is a financial advisor based in Cincinnati, Ohio who has 5 years of relevant experience. Lunsford currently works for 9258 Wealth Management, LLC. Their career trajectory has included roles at Raymond James & Associates, Inc, Lunsford Cattle Company, LLC, Lunsford Ridge Farm, LLC, 9258 Wealth Management, LLC and Purshe Kaplan Sterling Investments. Lunsford has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Ohio and Texas. 9258 Wealth Management, LLC is an advisory company based in Cincinnati, OH. It has a total of 15 advisors. It controls $883 million in assets between its 3,230 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 3,230 accounts, 25% belong to high-net-worth individuals who have at least $1 million in assets. The company offers a diverse range of services, such as 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 vary depending on the services offered. Fee types billed by 9258 Wealth Management, LLC can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4420 Cooper Road Suite 100
Cincinnati, OH 45242

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9258 Wealth Management, LLC Brokerage Details

Total Assets Under Management

$883,195,880

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

15

OH Average: 34
Total Number of Accounts

3,230

OH Average: 1,972
Average Account Size

$273,435

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
  • Educational seminars/workshops

Walter Lunsford Work History

Walter has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

9258 Wealth Management, LLC

2007 - Present (17 years)

Lunsford Cattle Company, LLC

1998 - Present (26 years)

Lunsford Ridge Farm, LLC

2019 - 2019 (< 1 year)

Purshe Kaplan Sterling Investments

2005 - 2017 (12 years)

Raymond James & Associates, Inc

*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 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

Dean Johns
Cincinnati, OH
Jacob Petrie
Cincinnati, OH
Thomas Finley
Cincinnati, OH
Peter Bohrofen
Cincinnati, OH
Clayton Reynolds
Cincinnati, OH
Clarissa Lichliter
Hamilton, OH
Walter Lunsford
Cincinnati, OH
Cathy Waters
Hamilton, 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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