Brian Michael Walker

Employer firm

Bartlett & Co. Wealth Management LLC CRD 292246

$10.3B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS

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

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

Current Employers

Employment History

• 06/2014 → 08/2019
  Pnc Wealth Management
  Cincinnati, OH
• 09/2019 → Present
  Bartlett Wealth Management
  Cincinnati, OH

Other Businesses

1.) CFA Society of Cincinnati; Not investment-related; 4010 Executive Park Dr. #100, Cincinnati OH 45241; Private Company; Board Member; Start date 5/1/2023; 10 hours or less per month; 0 hours during trading hours; Board member 2.) SPCA Fund; Not investment Related; 11900 Conrey Road Cincinnati, OH 45249; Arts Institution; Finance Committee, Investment Committee and Audit Committee member; Start date 1/1/2022; 10 hours or less per month; 0 hours during trading hours; Board member serving on the Finance Committee, Investment Committee and Audit Committee.

Designations

• Chartered Financial Analyst