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Benjamin Robert Pantalone

Truepoint, Inc.

Cincinnati, OH

CRD 8048737

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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 2025-03-25
  • OH RA
    APPROVED
    Since 2025-03-25

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 08/2022 Present
Wyoming High School Wyoming OH 08/2014 05/2018
University Of Kentucky Lexington KY 08/2018 06/2020
Cincinnati Financial Fairfield OH 06/2020 08/2020
University Of Kentucky Lexington KY 08/2020 06/2021
General Electric Evendale OH 06/2021 08/2021
University Of Kentucky Lexington KY 08/2021 01/2022
Spectrum Financial Alliance Ltd, Llc Lexington KY 01/2022 04/2022
University Of Kentucky Lexington KY 04/2022 05/2022
  • 08/2022 → Present
    Truepoint, Inc.
    Cincinnati, OH
  • 08/2014 → 05/2018
    Wyoming High School
    Wyoming, OH
  • 08/2018 → 06/2020
    University Of Kentucky
    Lexington, KY
  • 06/2020 → 08/2020
    Cincinnati Financial
    Fairfield, OH
  • 08/2020 → 06/2021
    University Of Kentucky
    Lexington, KY
  • 06/2021 → 08/2021
    General Electric
    Evendale, OH
  • 08/2021 → 01/2022
    University Of Kentucky
    Lexington, KY
  • 01/2022 → 04/2022
    Spectrum Financial Alliance Ltd, Llc
    Lexington, KY
  • 04/2022 → 05/2022
    University Of Kentucky
    Lexington, KY
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
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Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

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