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Michelle Claire Stevens

Truepoint, Inc.

Cincinnati, OH

CRD 7363167

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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 2021-05-05
  • OH RA
    APPROVED
    Since 2021-05-05

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 04/2021 12/2024
U.S. Bank Private Wealth Management Cincinnati OH 08/2019 04/2021
U.S. Bank Private Wealth Management Cincinnati OH 09/2017 08/2019
U.S. Bank Private Wealth Management Cincinnati OH 05/2014 09/2017
Truepoint, Inc. Cincinnati OH 01/2025 Present
  • 04/2021 → 12/2024
    Truepoint, Inc.
    Cincinnati, OH
  • 08/2019 → 04/2021
    U.S. Bank Private Wealth Management
    Cincinnati, OH
  • 09/2017 → 08/2019
    U.S. Bank Private Wealth Management
    Cincinnati, OH
  • 05/2014 → 09/2017
    U.S. Bank Private Wealth Management
    Cincinnati, OH
  • 01/2025 → Present
    Truepoint, Inc.
    Cincinnati, OH
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

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