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Gwendelyn S Keihl

Truepoint, Inc.

Cincinnati, OH

CRD 7269812

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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 2024-08-29
  • OH RA
    APPROVED
    Since 2024-08-29

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
Johnson Investment Counsel, Inc. Cincinnati OH 06/2020 07/2024
Johnson Investment Counsel, Inc. Cincinnati OH 07/2015 06/2020
Truepoint, Inc. Cincinnati OH 07/2024 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Gwen S Keihl
  • Gwendelyn S Keihl
  • Gwendelyn K Burke

View on SEC IAPD

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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

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