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Aaron Balch

Bartlett & Co. Wealth Management LLC

Cincinnati, OH

Chicaco, IL

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Current Employers
Bartlett & Co. Wealth Management Llc

600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-08-07
  • IL RA
    APPROVED
    Since 2025-08-07

Branch Locations

600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States

150 South Wacker Street Suite 3050, Chicaco, IL 60606-4107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morningstar Investment Services, Inc. Chicago IL 11/2015 12/2018
Morningstar Associates, Llc Chicago IL 01/2014 12/2018
Tiaa Evanston IL 12/2018 07/2025
Bartlett & Co. Wealth Management, Llc Chicago IL 07/2025 Present
  • 11/2015 → 12/2018
    Morningstar Investment Services, Inc.
    Chicago, IL
  • 01/2014 → 12/2018
    Morningstar Associates, Llc
    Chicago, IL
  • 12/2018 → 07/2025
    Tiaa
    Evanston, IL
  • 07/2025 → Present
    Bartlett & Co. Wealth Management, Llc
    Chicago, IL
Previous Registrations
  • 2015-11-06 → 2018-12-27
    Morningstar Investment Services Llc
    Chicago, IL
    Chicago, IL
    Chicago, IL
  • 2010-08-05 → 2014-02-18
    Msi Financial Services, Inc.
    Iselin, NJ
    Somerset, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-03
S63 Uniform Securities Agent State Law Examination 2003-09-03
  • S65 Uniform Investment Adviser Law Examination
    2009-02-03
  • S63 Uniform Securities Agent State Law Examination
    2003-09-03
Designations
Other Names
  • John Balch
  • Aaron John Balch

View on SEC IAPD

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QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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