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Sarah Marie Tenhundfeld

Truepoint, Inc.

Cincinnati, OH

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Current Employers
Truepoint, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-02
  • OH RA
    APPROVED
    Since 2024-01-02

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
Securities America, Inc. West Chester OH 04/2016 07/2019
Pinnacle Wealth Management, Inc. West Chester OH 09/2016 07/2019
Pinnacle Financial Advisors, Llc West Chester OH 04/2016 07/2019
The Asset Advisory Group, Inc. Cincinnati OH 07/2019 10/2022
Mercer Global Advisors Inc. Cincinnati OH 10/2022 08/2023
Truepoint, Inc. Cincinnati OH 08/2023 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-31
  • S66 Uniform Combined State Law Examination
    2016-08-31
Designations
Other Names
  • Sarah Smith
  • Sarah Marie Smith

View on SEC IAPD

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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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