Sarah Marie Tenhundfeld

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

• 04/2016 → 07/2019
  Securities America, Inc.
  West Chester, OH
• 09/2016 → 07/2019
  Pinnacle Wealth Management, Inc.
  West Chester, OH
• 04/2016 → 07/2019
  Pinnacle Financial Advisors, Llc
  West Chester, OH
• 07/2019 → 10/2022
  The Asset Advisory Group, Inc.
  Cincinnati, OH
• 10/2022 → 08/2023
  Mercer Global Advisors Inc.
  Cincinnati, OH
• 08/2023 → Present
  Truepoint, Inc.
  Cincinnati, OH

Previous Registrations

• 2022-11-01 → 2023-08-18
  Mercer Global Advisors Inc.
  Cincinnati, OH
  Denver, CO
• 2019-09-18 → 2023-01-03
  Asset Advisory Group Inc
  Cincinnati, OH
• 2016-09-07 → 2019-07-23
  Pinnacle Wealth Management, Inc.
  West Chester, OH

Exams

• S66 Uniform Combined State Law Examination
  2016-08-31

Designations

• Certified Financial Planner

Other Names

• Sarah Smith
• Sarah Marie Smith