Heather Janel Spencer

Employer firm

Truepoint, Inc. CRD 105664

$6.39B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  Truepoint Inc.
  Cincinncati, OH

Other Businesses

BC's Brewing Company, LLC / Not investment-related / 6724 Hummingbird Dr. Mason, OH 45040 / Brewery & Hospitality / Limited Investor / Disbursement Coordinator / 01-01-2024 / 2 hrs per week / 0 hours during trading hours / Disbursing funds for the organization to pay bills and issue grant money.

Exams

• S66 Uniform Combined State Law Examination
  2005-02-11

Designations

• Certified Financial Planner

Other Names

• Heather J Swob
• Heather Janel Swob