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Andrew D Holthaus

Bartlett & Co. Wealth Management LLC

Cincinnati, OH

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Current Employers
Bartlett & Co. Wealth Management Llc

600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-25
  • OH RA
    APPROVED
    Since 2024-11-25

Branch Locations

600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • 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
Fifth Third Bank Cincinnati OH 07/2015 02/2018
Fifth Third Bank Cincinnati OH 02/2018 01/2023
Fifth Third Bank Cincinnati OH 01/2023 11/2024
Bartlett Wealth Management Cincinnati OH 11/2024 Present
  • 07/2015 → 02/2018
    Fifth Third Bank
    Cincinnati, OH
  • 02/2018 → 01/2023
    Fifth Third Bank
    Cincinnati, OH
  • 01/2023 → 11/2024
    Fifth Third Bank
    Cincinnati, OH
  • 11/2024 → Present
    Bartlett Wealth Management
    Cincinnati, OH
Designations

View on SEC IAPD

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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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