Best Investors Account Sign in
Inactive

Adam S Lipton

Truepoint, Inc.

Cincinnati, OH

CRD 5278427

Claim This Profile
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:

Current Employers
Truepoint, Inc.

9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-04-25
  • OH RA
    APPROVED
    Since 2016-04-25

Branch Locations

9999 Carver Road Suite 200, Cincinnati, OH 45242 • 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
Truepoint Inc. Cincinnati OH 06/2015 12/2022
Truepoint, Inc. Cincinnati OH 01/2023 Present
Truepoint, Inc. Cincinnati OH 01/2025 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-04-22
  • S63 Uniform Securities Agent State Law Examination
    2011-04-22
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor